| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/10/1991 |
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| ADV Location | ALPHARETTA, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 1,521,000,000 40% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,521,000,000 40% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for businesses
- A percentage of assets under your management
No private funds