| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 03/07/2007 |
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| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 237,956,390 22% |
| of that, discretionary | 216,480,191 23% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 614,874 8% |
| % High Net Worth | 22.69% 36% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds