| As of Date | 02/02/2026 |
| Registration | SEC, Approved, 06/27/2011 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 396,337,714 15% |
| of that, discretionary | 387,018,229 13% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,991,647 19% |
| % High Net Worth | 46.98% 10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds