| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 02/01/2002 |
|
|
|
| ADV Location | REDWOOD SHORES, CA, United States |
| Contact Info | (65 xxxxxxx |
| Websites |
| AUM* | 422,403,865 12% |
| of that, discretionary | 422,403,865 12% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 507,697 11% |
| % High Net Worth | 77.52% 6% |
| 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
- Hourly charges
No private funds