| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 01/06/2026 |
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| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | 728 xxxxxxx |
| Websites |
| AUM* | 1,352,133,233 |
| of that, discretionary | 0 |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 104,010,249 |
| SMA’s | No |
| Private Funds | 0 |
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds