| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 08/06/1999 |
| ADV Location | HERMOSA BEACH, CA, United States |
| Contact Info | 424 xxxxxxx |
| Websites |
| AUM* | 84,061,832 -4% |
| of that, discretionary | 84,061,832 -4% |
| Number of Employees | 3 -40% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 28,020,611 28% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds