Adviser Profile
| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 04/10/2026 |
|
|
|
| Former registrations | |
| ADV Location | YORBA LINDA, CA, United States |
| Contact Info | 714 xxxxxxx |
| Websites |
| AUM* | 117,960,866 |
| of that, discretionary | 117,960,866 |
| Number of Employees | 5 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 533,760 |
| % High Net Worth | 22.17% |
| 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
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
118M
101M
84M
67M
51M
34M
17M
2026
Private Funds
No private funds