| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 04/01/1988 |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 303,336,000 24% |
| of that, discretionary | 303,336,000 24% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,144,664 23% |
| % High Net Worth | 38.11% 76% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds