| As of Date | 01/02/2026 |
| Registration | SEC, Approved, 08/05/1996 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 5 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| % High Net Worth | 20.00% |
| SMA’s | No |
| Private Funds | 0 |
- Pension consulting services
- Publication of periodicals or newsletters
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds