| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 07/22/1999 |
| ADV Location | EL CAJON, CA, United States |
| Contact Info | 619 xxxxxxx |
| AUM* | 11,899,753 60% |
| of that, discretionary | 11,899,753 60% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,899,753 60% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds