Adviser Profile

As of Date 09/16/2026
Registration SEC, 120-Day Approval, 04/15/2026
Contact Info 703 xxxxxxx
Websites
AUM* 168,589,927
of that, discretionary 168,589,927
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 168,589,927
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees