Adviser Profile
| As of Date | 02/27/2026 |
| Registration | Florida, Approved, 04/27/2009 |
|
|
|
| ADV Location | LAKELAND, FL, United States |
| Contact Info | 863 xxxxxxx |
| Websites |
| AUM* | 31,753,144 3% |
| of that, discretionary | 31,753,144 3% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 235,208 -9% |
| % High Net Worth | 2.94% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for 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