| As of Date | 09/18/2026 |
| Registration | SEC, 120-Day Approval, 04/13/2026 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | (80 xxxxxxx |
| AUM* | 220,000,000 |
| of that, discretionary | 220,000,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 220,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Financial planning services
- Portfolio management for businesses
- A percentage of assets under your management
No private funds