| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 05/03/2004 |
| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 374,292,250 30% |
| of that, discretionary | 374,292,250 30% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,264,501 11% |
| % High Net Worth | 54.10% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds