Adviser Profile
| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 03/26/2026 |
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| Former registrations | |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 114,487,348 |
| of that, discretionary | 89,618,363 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,659,237 |
| % High Net Worth | 76.19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
90M
77M
64M
51M
38M
26M
13M
2026
Private Funds
No private funds