Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/05/1988
ADV Location LAS VEGAS, NV, United States
Contact Info 702 xxxxxxx
Websites
AUM* 2,181,261,991 33%
of that, discretionary 1,492,381,670 23%
Number of Employees 11
of those in investment advisory functions 11 38%
Private Fund GAV* 0
Avg Account Size 986,996 7%
% High Net Worth 91.87% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 1B 853M 640M 426M 213M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary