| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 10/07/2005 |
| ADV Location | RICHARDSON, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 118,813,315 8% |
| of that, discretionary | 118,813,315 8% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 2 -60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 175,500 5% |
| % High Net Worth | 9.85% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds