| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 08/01/2025 |
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| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | 714 xxxxxxx |
| Websites |
| AUM* | 503,790,101 296% |
| of that, discretionary | 495,622,846 290% |
| Number of Employees | 11 57% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,053,954 -30% |
| % High Net Worth | 39.39% -36% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds