| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 02/03/2003 |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 813 xxxxxxx |
| AUM* | 249,200,000 9% |
| of that, discretionary | 119,200,000 -10% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,551,515 59% |
| % High Net Worth | 28.57% 43% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds