| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/23/2004 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 1,497,133,263 315% |
| of that, discretionary | 1,497,133,263 315% |
| Number of Employees | 8 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,805,151 257% |
| % High Net Worth | 93.88% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management