| As of Date | 04/06/2026 |
| Registration | SEC, Approved, 12/03/2025 |
|
|
|
| ADV Location | ST. GEORGE, UT, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 1,371,882 |
| of that, discretionary | 1,371,882 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 342,971 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds