Adviser Profile
| As of Date | 05/01/2025 |
| Registration status | Terminated |
| ADV Location | HUNTINGTON BEACH, CA, United States |
| Contact Info | 714 xxxxxxx |
| Websites |
| AUM* | 75,518,680 -6% |
| of that, discretionary | 75,100,914 -6% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 177,274 -1% |
| % High Net Worth | 18.84% 7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds