| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 03/02/2026 |
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| Contact Info | 831 xxxxxxx |
| Websites |
| AUM* | 5,847,124,669 |
| of that, discretionary | 5,807,643,689 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,358,533 |
| % High Net Worth | 86.43% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds