| As of Date | 06/09/2026 |
| Registration | SEC, Approved, 08/29/2025 |
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| ADV Location | TIMONIUM, MD, United States |
| Contact Info | (41 xxxxxxx |
| AUM* | 172,057,328 32% |
| of that, discretionary | 172,057,328 100% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 516,689 |
| % High Net Worth | 61.73% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds