| As of Date | 07/29/2026 |
| Registration | SEC, Approved, 02/04/2026 |
| ADV Location | CORAL SPRINGS, FL, United States |
| Contact Info | 646 xxxxxxx |
| AUM* | 395,184,367 |
| of that, discretionary | 395,184,367 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,563 |
| % High Net Worth | 0.37% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds