Adviser Profile
| As of Date | 05/04/2026 |
| Registration | SEC, Approved, 11/25/2025 |
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| Former registrations | |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 286,055,158 |
| of that, discretionary | 286,055,158 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,167,085 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
286M
245M
204M
163M
123M
82M
41M
2025
2026
Private Funds
No private funds