| As of Date | 09/29/2026 |
| Registration | SEC, 120-Day Approval, 06/04/2026 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 2,283,762,064 |
| of that, discretionary | 2,283,762,064 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,107,486 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds