Adviser Profile
| As of Date | 04/08/2026 |
| Registration status | Terminated |
| ADV Location | WOODLAND HILLS, CA, United States |
| Contact Info | 818 xxxxxxx |
| Websites |
| AUM* | 2,259,510 -77% |
| of that, discretionary | 1,857,105 -81% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 225,951 -47% |
| % High Net Worth | 20.00% 40% |
| 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
- Selection of other advisers
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