| As of Date | 11/04/2026 |
| Registration | SEC, 120-Day Approval, 07/21/2026 |
| ADV Location | EL SEGUNDO, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 608,986,268 |
| of that, discretionary | 494,042,096 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,189,426 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds