| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 02/22/2007 |
| ADV Location | LAFAYETTE, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 516,963,144 10% |
| of that, discretionary | 516,963,144 10% |
| Number of Employees | 10 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 516,963,144 10% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Portfolio management for businesses
- A percentage of assets under your management
No private funds