Adviser Profile
| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 09/04/2025 |
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| Former registrations | |
| ADV Location | PORT CHARLOTTE, FL, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 123,519,511 22% |
| of that, discretionary | 123,519,511 22% |
| Number of Employees | 8 167% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 207,945 7% |
| % High Net Worth | 31.19% 99% |
| 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
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
124M
106M
88M
71M
53M
35M
18M
2025
2026
Private Funds
No private funds