Adviser Profile

As of Date 01/30/2026
Registration SEC, Approved, 02/25/1985
ADV Location LAS VEGAS, NV, United States
Contact Info 415 xxxxxxx
Websites
AUM* 74,200,000 7%
of that, discretionary 74,200,000 7%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 37,100,000 61%
% High Net Worth 50.00% -25%
SMA’s Yes
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

118M 101M 84M 67M 50M 34M 17M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary