| As of Date | 05/20/2026 |
| Registration | SEC, Approved, 05/15/2026 |
| ADV Location | JUPITER, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 490,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,304,348 |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds