| As of Date | 06/24/2026 |
| Registration | SEC, Approved, 07/29/2009 |
|
|
|
| ADV Location | RENO, NV, United States |
| Contact Info | (77 xxxxxxx |
| Websites |
| AUM* | 760,503,793 34% |
| of that, discretionary | 753,374,180 35% |
| Number of Employees | 9 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 847,830 25% |
| % High Net Worth | 22.30% 25% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds