| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 02/20/2003 |
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| ADV Location | PLANO, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 358,676,107 21% |
| of that, discretionary | 358,676,107 21% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 730,501 12% |
| % High Net Worth | 47.67% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds