| As of Date | 02/10/2026 |
| Registration | SEC, Approved, 06/03/2014 |
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| Contact Info | (71 xxxxxxx |
| Websites |
| AUM* | 56,969,894 15% |
| of that, discretionary | 55,478,654 15% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 542,570 8% |
| % High Net Worth | 22.22% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LILLING & COMPANY LLP | Filing Date11/11/2025 | Form ADV-E View Report |