| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 11/29/2013 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 65,805,352 12% |
| of that, discretionary | 65,805,352 12% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 32,902,676 12% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds