| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 12/08/2025 |
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| ADV Location | SAN JOSE, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 300 |
| of that, discretionary | 300 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 150 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds