| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 01/14/1982 |
| ADV Location | SAN RAFAEL, CA, United States |
| Contact Info | 415 xxxxxxx |
| AUM* | 221,189,432 14% |
| of that, discretionary | 94,430,663 7% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,650,667 22% |
| % High Net Worth | 84.95% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds