| As of Date | 07/02/2026 |
| Registration | SEC, 120-Day Approval, 03/11/2026 |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 150,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 150,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
No private funds