Adviser Profile
| As of Date | 02/16/2026 |
| Registration | Texas, Approved, 02/28/2012 |
|
|
|
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 29,176,869 41% |
| of that, discretionary | 29,176,869 41% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 251,525 20% |
| % High Net Worth | 33.33% 42% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
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