| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 09/02/2011 |
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| ADV Location | ORLANDO, FL, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 641,418,324 -19% |
| of that, discretionary | 641,418,324 -19% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 106,903,054 34% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds