| As of Date | 12/28/2024 |
| Registration status | Terminated |
| ADV Location | BONITA SPRINGS, FL, United States |
| Contact Info | 1-2 xxxxxxx |
| AUM* | 169,000,000 8% |
| of that, discretionary | 169,000,000 8% |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,215,827 11% |
| % High Net Worth | 99.28% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker91851C201 | Stock NameVAALCO ENERGY | $ Position$13,309 | % Position13.57% | $ Change-35.20% | # Change2.93% |
| Stck Ticker023586100 | Stock NameAMERCO | $ Position$10,032 | % Position10.23% | $ Change6.50% | # Change-0.25% |
| Stck Ticker447011107 | Stock NameHUNTSMAN CORP. | $ Position$6,396 | % Position6.52% | $ Change-12.96% | # Change0.50% |
| Stck Ticker680665205 | Stock NameOLIN CORP | $ Position$5,766 | % Position5.88% | $ Change-7.57% | # Change0.00% |
| Stck Ticker247368103 | Stock NameDELTA APPAREL | $ Position$5,576 | % Position5.69% | $ Change-48.58% | # Change3.79% |
| Stck Ticker911363109 | Stock NameUNITED RENTALS | $ Position$5,183 | % Position5.28% | $ Change11.18% | # Change0.00% |
| Stck Ticker457030104 | Stock NameINGLES MARKETS | $ Position$5,151 | % Position5.25% | $ Change-9.38% | # Change-1.36% |
| Stck Ticker20825C104 | Stock NameCONOCOPHILLIPS | $ Position$3,986 | % Position4.06% | $ Change13.95% | # Change0.00% |
| Stck Ticker16150R104 | Stock NameCHASE CORP. | $ Position$3,985 | % Position4.06% | $ Change8.55% | # Change-0.61% |
| Stck Ticker74727K102 | Stock NameQ.E.P. CO.,INC | $ Position$2,472 | % Position2.52% | $ Change-17.68% | # Change-0.67% |