| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/29/2025 |
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| ADV Location | LANTANA, FL, United States |
| Contact Info | 410 xxxxxxx |
| AUM* | 472,807,444 |
| of that, discretionary | 0 |
| Number of Employees | 12 500% |
| of those in investment advisory functions | 12 500% |
| Private Fund GAV* | 0 |
| Avg Account Size | 472,807,444 |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
No private funds