| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 03/31/2008 |
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| ADV Location | POMPANO BEACH, FL, United States |
| Contact Info | 954 xxxxxxx |
| Websites |
| AUM* | 416,491,744 15% |
| of that, discretionary | 386,470,542 17% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,030,920 12% |
| % High Net Worth | 52.38% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds