| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 02/07/1994 |
| ADV Location | MAITLAND, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 2,862,241,624 25% |
| of that, discretionary | 2,862,241,624 25% |
| Number of Employees | 24 9% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,862,241,624 25% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds