Adviser Profile
| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 03/13/2026 |
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| Former registrations | |
| ADV Location | LAS VEGAS, NV, United States |
| Contact Info | 702 xxxxxxx |
| Websites |
| AUM* | 128,816,000 |
| of that, discretionary | 108,174,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,660 |
| % High Net Worth | 11.16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
108M
93M
77M
62M
46M
31M
15M
2026
Private Funds
No private funds