Adviser Profile
| As of Date | 02/27/2026 |
| Registration | Florida, Approved, 11/29/2022 |
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| Contact Info | 516 xxxxxxx |
| AUM* | 22,668,997 13% |
| of that, discretionary | 22,668,997 13% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 781,690 36% |
| % High Net Worth | 51.72% 13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds