| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 09/08/2025 |
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| Contact Info | 262 xxxxxxx |
| AUM* | 248,153,016 |
| of that, discretionary | 222,352,309 100% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 187,995 |
| % High Net Worth | 11.41% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds