Adviser Profile
| As of Date | 03/25/2026 |
| Registration | Nevada, Approved, 01/02/2026 |
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| Contact Info | 937 xxxxxxx |
| Websites |
| AUM* | 31,692,909 -6% |
| of that, discretionary | 31,692,909 -6% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 186,429 -10% |
| % High Net Worth | 5.88% -20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
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