| As of Date | 01/15/2025 |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | Florida, Approved, 03/12/2013 |
|
|
|
| AUM* | 57,000,000 13% |
| of that, discretionary | 53,800,000 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 500,000 14% |
| % High Net Worth | 58.93% 5% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 678 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds