| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 02/07/1986 |
| ADV Location | PALO ALTO, CA, United States |
| Contact Info | 650 xxxxxxx |
| AUM* | 223,208,345 -7% |
| of that, discretionary | 96,511,262 7% |
| Number of Employees | 1 -67% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 18,600,695 24% |
| % High Net Worth | 91.67% 63% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds