| As of Date | 09/09/2026 |
| Registration | SEC, 120-Day Approval, 05/15/2026 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| AUM* | 295,093,396 |
| of that, discretionary | 295,093,396 |
| Number of Employees | 12 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 316,284 |
| % High Net Worth | 23.79% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds