Adviser Profile

As of Date 07/23/2026
Registration SEC, 120-Day Approval, 04/24/2026
Contact Info +9 xxxxxxx
AUM* 263,809,998
of that, discretionary 263,809,998
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 131,904,999
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

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