| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/31/2010 |
| ADV Location | MAITLAND, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 217,885,495 38% |
| of that, discretionary | 217,885,495 38% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 217,885,495 38% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$115,058,711 | % Position49.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$112,814,037 | % Position48.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$5,081,770 | % Position2.00% | $ Change15.00% | # Change0.00% |