Adviser Profile
| As of Date | 12/15/2025 |
| Registration | SEC, Approved, 01/12/2026 |
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| Former registrations | |
| Contact Info | 347 xxxxxxx |
| Websites |
| AUM* | 25,946,000 |
| of that, discretionary | 25,946,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 195,083 |
| % High Net Worth | 25.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
26M
22M
19M
15M
11M
7M
4M
2025
Private Funds
No private funds