| As of Date | 10/11/2024 |
| Registration status | Terminated |
| ADV Location | PASADENA, CA, United States |
| Contact Info | 626 xxxxxxx |
| AUM* | 99,409,150 -2% |
| of that, discretionary | 99,409,150 -2% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,646,858 -2% |
| % High Net Worth | 100.00% |
| 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
- Performance-based fees
No private funds