| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 08/22/1986 |
| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 388,077,258 5% |
| of that, discretionary | 388,077,258 5% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 603,542 7% |
| % High Net Worth | 58.67% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP | Filing Date04/16/2025 | Form ADV-E View Report |
| Accounting Firm Name LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP | Filing Date04/16/2024 | Form ADV-E View Report |
| Accounting Firm Name LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP | Filing Date03/21/2023 | Form ADV-E View Report |