| As of Date | 07/14/2026 |
| Registration | SEC, Approved, 07/15/2026 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 702,717,385 |
| of that, discretionary | 0 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 175,679,346 |
| SMA’s | No |
| Private Funds | 0 |
- Banking or thrift institutions
- Portfolio management for businesses
- A percentage of assets under your management
No private funds