| As of Date | 06/05/2026 |
| Registration | SEC, Approved, 02/23/2026 |
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| ADV Location | LA JOLLA, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 546,543,000 |
| of that, discretionary | 541,543,000 |
| Number of Employees | 8 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 574,100 |
| % High Net Worth | 1.80% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds