Adviser Profile
| As of Date | 08/18/2026 |
| Registration | SEC, Approved, 07/30/2025 |
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| Former registrations | |
| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 132,000,000 17% |
| of that, discretionary | 132,000,000 17% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 496,241 2% |
| % High Net Worth | 77.38% 41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Reported AUM
132M
113M
94M
75M
57M
38M
19M
2025
2026
Private Funds
No private funds