| As of Date | 12/19/2025 |
| Registration status | Terminated |
| ADV Location | NORTH PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 276,417,743 |
| of that, discretionary | 9,060,924 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 39,488,249 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds