| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 12/08/2025 |
|
|
|
| ADV Location | SAN JUAN CAPISTRANO, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 127,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 352,778 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds