Adviser Profile
| As of Date | 03/09/2026 |
| Registration | Tennessee, Approved, 01/05/2023 |
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| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 51,500,000 20% |
| of that, discretionary | 51,500,000 20% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 792,308 29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than 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
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds