| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 12/10/2002 |
| ADV Location | PASADENA, CA, United States |
| Contact Info | 626 xxxxxxx |
| Websites |
| AUM* | 344,363,413 7% |
| of that, discretionary | 344,363,413 7% |
| Number of Employees | 41 71% |
| of those in investment advisory functions | 24 41% |
| Private Fund GAV* | 0 |
| Avg Account Size | 28,696,951 -20% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds