| As of Date | 02/22/2026 |
| Registration | SEC, Approved, 07/15/1988 |
| Contact Info | 586 xxxxxxx |
| AUM* | 325,532,078 22% |
| of that, discretionary | 325,532,078 22% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,652,447 12% |
| % High Net Worth | 47.21% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds