Adviser Profile
| As of Date | 02/16/2026 |
| Registration | Louisiana, Approved, 09/12/2016 |
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| Contact Info | 419 xxxxxxx |
| AUM* | 67,479,453 50% |
| of that, discretionary | 67,479,453 50% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 503,578 52% |
| % High Net Worth | 23.19% 16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds