| As of Date | 08/31/2026 |
| Registration | SEC, Approved, 12/31/1985 |
| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 835,564,894 23% |
| of that, discretionary | 835,564,894 23% |
| Number of Employees | 11 -15% |
| of those in investment advisory functions | 8 -11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 748,714 21% |
| % High Net Worth | 31.66% 131% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds