Adviser Profile
| As of Date | 09/28/2026 |
| Registration | SEC, Approved, 10/28/2026 |
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| Former registrations | |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 127,605,871 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 390,232 |
| % High Net Worth | 52.27% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds