| As of Date | 02/12/2026 |
| Registration | SEC, Approved, 02/21/2008 |
| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 557,839,445 38% |
| of that, discretionary | 540,590,967 39% |
| Number of Employees | 7 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,353,753 19% |
| % High Net Worth | 75.76% -9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds