| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 08/08/2025 |
|
|
|
| ADV Location | SEAL BEACH, CA, United States |
| Contact Info | 562 xxxxxxx |
| Websites |
| AUM* | 700,182,535 |
| of that, discretionary | 646,471,241 100% |
| Number of Employees | 7 133% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,805,340 |
| % High Net Worth | 59.24% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds