| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 09/10/2004 |
| ADV Location | LOS ALTOS, CA, United States |
| Contact Info | 650 xxxxxxx |
| AUM* | 105,384,876 13% |
| of that, discretionary | 105,384,876 13% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 423,232 16% |
| % High Net Worth | 34.71% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds