| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 04/27/1982 |
| ADV Location | BRADENTON, FL, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 284,122,060 11% |
| of that, discretionary | 280,384,949 12% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,495,379 12% |
| % High Net Worth | 40.74% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds