Adviser Profile
| As of Date | 09/10/2026 |
| Registration | SEC, Approved, 04/02/2026 |
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| Former registrations | |
| ADV Location | WALNUT CREEK, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 103,590,000 |
| of that, discretionary | 103,590,000 |
| Number of Employees | 20 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,452,105 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
104M
89M
74M
59M
44M
30M
15M
2026
Private Funds
No private funds