| As of Date | 04/02/2026 |
| Registration | SEC, Approved, 02/13/2004 |
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| Contact Info | 214 xxxxxxx |
| AUM* | 180,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,500,000 18% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds