| As of Date | 01/15/2026 |
| ADV Location | NAPA, CA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Registration | SEC, Approved, 07/01/2003 |
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- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date08/04/2025 | Form ADV-E View Report |
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date07/23/2024 | Form ADV-E View Report |
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date08/08/2023 | Form ADV-E View Report |
| Accounting Firm Name ALVAREZ & ASSOCIATES, INC. | Filing Date01/17/2023 | Form ADV-E View Report |