| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 12/23/1992 |
| ADV Location | SANTA MONICA, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 360,899,484 -7% |
| of that, discretionary | 360,899,484 -7% |
| Number of Employees | 34 10% |
| of those in investment advisory functions | 8 -11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 475,493 10% |
| % High Net Worth | 32.37% 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds