| As of Date | 01/29/2026 |
| Registration | SEC, Approved, 08/03/2006 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 323 xxxxxxx |
| Websites |
| AUM* | 828,735,152 54% |
| of that, discretionary | 707,671,058 49% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 8 60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 386,717 23% |
| % High Net Worth | 30.66% 26% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- 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