| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 10/28/2026 |
| ADV Location | WALNUT CREEK, CA, United States |
| Contact Info | 1-9 xxxxxxx |
| Websites |
| AUM* | 100,000 |
| of that, discretionary | 100,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 100,000 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds