| As of Date | 01/07/2026 |
| Registration | SEC, Approved, 01/02/2008 |
| ADV Location | ALBUQUERQUE, NM, United States |
| Contact Info | 505 xxxxxxx |
| Websites |
| AUM* | 395,456,386 30% |
| of that, discretionary | 395,456,386 30% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 519,654 23% |
| % High Net Worth | 32.75% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds