| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 01/10/1995 |
| ADV Location | DEL MAR, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 1,677,953,909 32% |
| of that, discretionary | 1,664,879,238 32% |
| Number of Employees | 16 14% |
| of those in investment advisory functions | 10 11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,244,773 27% |
| % High Net Worth | 73.75% 16% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds