| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/23/1994 |
| ADV Location | AVONDALE, AZ, United States |
| Contact Info | 623 xxxxxxx |
| Websites |
| AUM* | 138,830,486 -14% |
| of that, discretionary | 138,830,486 -14% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 138,830,486 -14% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds