| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 06/26/2009 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 363,362,682 13% |
| of that, discretionary | 363,362,682 13% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 793,368 7% |
| % High Net Worth | 39.89% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds