| As of Date | 09/30/2026 |
| Registration | SEC, Approved, 06/01/2026 |
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| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 628 xxxxxxx |
| Websites |
| AUM* | 874,516,229 |
| of that, discretionary | 91,636,705 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 36,438,176 |
| % 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
- Fixed fees (other than subscription fees)
No private funds