Adviser Profile
| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 11/18/2025 |
|
|
|
| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 133,595,574 |
| of that, discretionary | 133,595,574 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,781,274 |
| % High Net Worth | 75.86% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
134M
115M
95M
76M
57M
38M
19M
2025
2026
Private Funds
No private funds