| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 11/23/2001 |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 813 xxxxxxx |
| Websites |
| AUM* | 18,164,131,116 19% |
| of that, discretionary | 12,428,526,656 35% |
| Number of Employees | 20 5% |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 550,428,216 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- State or municipal government entities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds