| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 01/08/2026 |
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| ADV Location | SANTA MONICA, CA, United States |
| Contact Info | 310 xxxxxxx |
| AUM* | 181,973,559 |
| of that, discretionary | 48,986,986 |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 805,193 |
| % High Net Worth | 78.26% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds