| As of Date | 11/04/2026 |
| Registration | SEC, 120-Day Approval, 07/15/2026 |
| Contact Info | (78 xxxxxxx |
| AUM* | 4,313,119 |
| of that, discretionary | 2,075,358 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 331,778 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds