Adviser Profile
| As of Date | 01/31/2026 |
| Registration | California, Approved, 08/02/1999 |
| Contact Info | 650 xxxxxxx |
| AUM* | 17,385,496 13% |
| of that, discretionary | 17,385,496 13% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 457,513 19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than 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
Reported AUM
1
1
1
1
Private Funds
No private funds