| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 04/21/1989 |
| ADV Location | GRASS VALLEY, CA, United States |
| Contact Info | 530 xxxxxxx |
| Websites |
| AUM* | 386,448,000 48% |
| of that, discretionary | 386,448,000 48% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 237,814 30% |
| % High Net Worth | 25.18% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds