| As of Date | 05/11/2026 |
| Registration | SEC, Approved, 10/23/2013 |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 174,497,944 -21% |
| of that, discretionary | 174,497,944 -21% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 174,497,944 -21% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds