| As of Date | 01/02/2025 |
| Registration status | Terminated |
| ADV Location | WHITE STONE, VA, United States |
| Contact Info | 804 xxxxxxx |
| AUM* | 214,210,723 23% |
| of that, discretionary | 142,426,010 26% |
| Number of Employees | 1 |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 13,388,170 16% |
| % High Net Worth | 75.00% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds