| As of Date | 10/02/2026 |
| Registration | SEC, 120-Day Approval, 06/05/2026 |
| ADV Location | PHOENIX, AZ, United States |
| Contact Info | (48 xxxxxxx |
| Websites |
| AUM* | 113,107,271 |
| of that, discretionary | 113,107,271 |
| Number of Employees | 7 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 538,606 |
| % High Net Worth | 53.45% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds