Adviser Profile
| As of Date | 04/06/2026 |
| Registration | SEC, Approved, 04/24/2026 |
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| Former registrations | |
| Contact Info | +1 xxxxxxx |
| Websites |
| AUM* | 190 |
| of that, discretionary | 190 |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 48 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Internet adviser
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
190
163
136
109
81
54
27
2026
Private Funds
No private funds