| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 08/10/2012 |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 192,707,560 -16% |
| of that, discretionary | 116,773,356 -7% |
| Number of Employees | 10 25% |
| of those in investment advisory functions | 1 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 988,244 -1% |
| % High Net Worth | 40.00% -6% |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds