| As of Date | 08/26/2026 |
| Registration | SEC, 120-Day Approval, 01/07/2026 |
| ADV Location | CORAL GABLES, FL, United States |
| Contact Info | 786 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 10 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| % High Net Worth | 10.00% |
| SMA’s | No |
| Private Funds | 0 |
- 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