| As of Date | 06/25/2026 |
| Registration | SEC, 120-Day Approval, 07/23/2026 |
| ADV Location | NAPLES, FL, United States |
| Contact Info | 239 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds