| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 08/13/2025 |
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| ADV Location | COCONUT GROVE, FL, United States |
| Contact Info | 305 xxxxxxx |
| AUM* | 2,810,167,033 |
| of that, discretionary | 300,742,594 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,217,029 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- 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