| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/27/2007 |
| Contact Info | 410 xxxxxxx |
| AUM* | 141,100,000 19% |
| of that, discretionary | 141,100,000 19% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,758,333 68% |
| % High Net Worth | 58.33% -17% |
| 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
- A percentage of assets under your management
No private funds