Adviser Profile

As of Date 05/17/2026
Registration SEC, 120-Day Approval, 01/15/2026
ADV Location ORLANDO, FL, United States
Contact Info 407 xxxxxxx
AUM* 480,666,394
of that, discretionary 480,666,394
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 480,666,394
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees