| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 05/06/2014 |
|
|
|
| ADV Location | GLENBROOK, NV, United States |
| Contact Info | 775 xxxxxxx |
| Websites |
| AUM* | 298,517,625 68% |
| of that, discretionary | 298,517,625 68% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 702,394 6% |
| % High Net Worth | 46.55% -10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds