Adviser Profile
| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 03/20/2026 |
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| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 46,721,000 |
| of that, discretionary | 38,761,000 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 232,443 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Multi-state adviser
Client Types
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
39M
33M
28M
22M
17M
11M
6M
2026
Private Funds
No private funds