| As of Date | 10/06/2026 |
| Registration | SEC, 120-Day Approval, 06/08/2026 |
| Contact Info | (97 xxxxxxx |
| Websites |
| AUM* | 125,945,882 |
| of that, discretionary | 86,814,029 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 787,162 |
| % High Net Worth | 96.15% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds