Adviser Profile

As of Date 10/22/2026
Registration SEC, 120-Day Approval, 06/25/2026
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 10,000
of that, discretionary 10,000
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 3,333
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees