| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 05/03/2006 |
|
|
|
| Contact Info | 760 xxxxxxx |
| Websites |
| AUM* | 2,958,061,526 4% |
| of that, discretionary | 0 |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,148,930 660% |
| % High Net Worth | 98.62% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds