| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 10/01/1989 |
| ADV Location | PHOENIX, AZ, United States |
| Contact Info | 602 xxxxxxx |
| Websites |
| AUM* | 1,621,804,561 6% |
| of that, discretionary | 1,357,971,475 6% |
| Number of Employees | 10 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 878,075 5% |
| % High Net Worth | 47.92% -4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name COHEN & CO | Filing Date03/11/2026 | Form ADV-E View Report |
| Accounting Firm Name THOMAS ZOLLARS & LYNCH LTD | Filing Date09/29/2025 | Form ADV-E View Report |
| Accounting Firm Name THOMAS ZOLLARE & LYNCH, LTD. | Filing Date04/09/2025 | Form ADV-E View Report |
| Accounting Firm Name THOMAS ZOLLARS & LYNCH | Filing Date03/13/2024 | Form ADV-E View Report |