| As of Date | 01/14/2026 |
| Registration | SEC, Approved, 05/18/1989 |
| ADV Location | SAN RAMON, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 196,622,285 22% |
| of that, discretionary | 196,622,285 22% |
| Number of Employees | 2 -71% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 366,833 37% |
| % High Net Worth | 31.91% 44% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds