| As of Date | 11/03/2026 |
| Registration | SEC, 120-Day Approval, 08/27/2026 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 602 xxxxxxx |
| Websites |
| AUM* | 359,625,000 |
| of that, discretionary | 339,625,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,027,500 |
| % High Net Worth | 12.63% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- 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