| As of Date | 10/27/2026 |
| Registration | SEC, Approved, 06/26/2026 |
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| ADV Location | TAMPA, FL, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 211,563,163 |
| of that, discretionary | 211,563,163 |
| Number of Employees | 7 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 369,220 |
| % High Net Worth | 0.35% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds