| As of Date | 04/21/2026 |
| Registration | SEC, 120-Day Approval, 12/23/2025 |
| ADV Location | COVINA, CA, United States |
| Contact Info | 530 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds