| As of Date | 01/16/2026 |
| Registration | SEC, Approved, 05/16/2014 |
| ADV Location | JOHNS CREEK, GA, United States |
| Contact Info | 678 xxxxxxx |
| Websites |
| AUM* | 594,011 -99% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 594,011 -99% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds