| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 04/16/2015 |
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| ADV Location | RENO, NV, United States |
| Contact Info | 775 xxxxxxx |
| Websites |
| AUM* | 180,000 -88% |
| of that, discretionary | 180,000 -88% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 180,000 -64% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds