Adviser Profile

As of Date 06/01/2026
Registration SEC, Approved, 06/02/2026
Other registrations (1)
ADV Location ARLINGTON, VA, United States
Contact Info +1 xxxxxxx
Websites
AUM* 270
of that, discretionary 270
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 68
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

Reported AUM

270 231 193 154 116 77 39
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees