| As of Date | 01/25/2026 |
| Registration | Florida, Approved, 03/12/2013 |
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| Contact Info | 678 xxxxxxx |
| Websites |
| AUM* | 67,500,000 34% |
| of that, discretionary | 55,900,000 19% |
| Private Fund GAV* | 0 |
| Avg Account Size | 576,923 31% |
| % High Net Worth | 55.36% -1% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 2
of those in investment advisory functions 2
- 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