| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 07/01/2014 |
| ADV Location | WALNUT CREEK, CA, United States |
| Contact Info | 510 xxxxxxx |
| Websites |
| AUM* | 714,913,985 173% |
| of that, discretionary | 714,913,985 173% |
| Private Fund GAV* | 0 |
| Avg Account Size | 47,660,932 155% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 14 8%
of those in investment advisory functions 6
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds