Adviser Profile
| As of Date | 01/02/2026 |
| Registration | Texas, Approved, 08/16/2011 |
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| ADV Location | THE WOODLANDS, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 106,000,000 34% |
| of that, discretionary | 106,000,000 34% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,409,091 83% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- 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