Adviser Profile
| As of Date | 08/04/2026 |
| Registration | Texas, Approved, 08/12/2026 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| AUM* | 70,001,256 |
| of that, discretionary | 70,001,256 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,296,320 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds