| As of Date | 09/24/2026 |
| Registration | SEC, 120-Day Approval, 05/26/2026 |
| ADV Location | CULVER CITY, CA, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 190,000,000 |
| of that, discretionary | 190,000,000 |
| Number of Employees | 20 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 775,510 |
| % High Net Worth | 24.49% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- A percentage of assets under your management
No private funds