| As of Date | 12/09/2023 |
| Registration status | Terminated |
| ADV Location | NAPLES, FL, United States |
| Contact Info | 239 xxxxxxx |
| Websites |
| AUM* | 350,951,364 18% |
| of that, discretionary | 350,951,364 18% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 7 75% |
| Private Fund GAV* | 0 |
| Avg Account Size | 484,071 -7% |
| % High Net Worth | 95.58% 8% |
| SMA’s | Yes |
| Private Funds | 0 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management