Adviser Profile

As of Date 02/19/2026
Registration SEC, Approved, 08/12/2012
Contact Info 937 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Financial planning services

Compensation Arrangments

- Subscription fees (for a newsletter or periodical)

Reported AUM

1 1 1 1
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees