| As of Date | 03/15/2026 |
| Registration | SEC, Approved, 05/17/2000 |
| Contact Info | (92 xxxxxxx |
| AUM* | 159,982,447 -4% |
| of that, discretionary | 0 -100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,999,781 -58% |
| % High Net Worth | 66.67% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds