| As of Date | 09/04/2026 |
| Registration | SEC, Approved, 03/03/2026 |
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| ADV Location | ORLANDO, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 128,708,258 |
| of that, discretionary | 128,708,258 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,149,181 |
| % High Net Worth | 24.77% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
No private funds