| As of Date | 11/03/2026 |
| Registration | SEC, 120-Day Approval, 04/24/2026 |
| ADV Location | LAKEWOOD RANCH, FL, United States |
| Contact Info | 207 xxxxxxx |
| Websites |
| AUM* | 102,937,797 |
| of that, discretionary | 102,937,797 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,687,505 |
| % High Net Worth | 63.93% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds