| As of Date | 05/23/2026 |
| Registration | SEC, Approved, 12/11/2025 |
| ADV Location | BAKERSFIELD, CA, United States |
| Contact Info | +1 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Subscription fees (for a newsletter or periodical)
No private funds