| As of Date | 08/25/2026 |
| Registration | SEC, 120-Day Approval, 04/27/2026 |
| ADV Location | LAS VEGAS, NV, United States |
| Contact Info | 702 xxxxxxx |
| Websites |
| AUM* | 218,064,366 |
| of that, discretionary | 51,695,623 |
| Number of Employees | 15 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 52,583,166 |
| Avg Account Size | 72,688,122 |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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