Adviser Profile
| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 04/29/2026 |
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| Former registrations | |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 105,011,667 |
| of that, discretionary | 105,011,667 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 338,747 |
| % High Net Worth | 41.43% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
105M
90M
75M
60M
45M
30M
15M
2026
Private Funds
No private funds