| As of Date | 07/31/2026 |
| Registration | SEC, Approved, 09/26/1986 |
| ADV Location | IRVINE, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 4,903,675,907 18% |
| of that, discretionary | 4,903,675,907 18% |
| Number of Employees | 21 17% |
| of those in investment advisory functions | 21 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 687,560 6% |
| % High Net Worth | 27.10% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds