| As of Date | 10/22/2026 |
| Registration | SEC, Approved, 10/28/2026 |
| ADV Location | SURREY, BC, Canada |
| Contact Info | +17 xxxxxxx |
| Websites |
| AUM* | 53,100,000 |
| of that, discretionary | 53,100,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,620,000 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Performance-based fees
No private funds