| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 06/01/2001 |
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| Contact Info | 916 xxxxxxx |
| AUM* | 114,079,809 -15% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 543,237 -11% |
| % High Net Worth | 35.42% -29% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds