| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 06/08/2007 |
| ADV Location | FRESNO, CA, United States |
| Contact Info | 559 xxxxxxx |
| Websites |
| AUM* | 388,476,260 50% |
| of that, discretionary | 0 |
| Number of Employees | 10 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 383,491 36% |
| % High Net Worth | 53.23% 11% |
| 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
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
No private funds