Adviser Profile
| As of Date | 06/14/2026 |
| Registration status | Terminated |
| ADV Location | MAYFIELD HEIGHTS, OH, United States |
| Contact Info | 216 xxxxxxx |
| Websites |
| AUM* | 95,232,306 36% |
| of that, discretionary | 95,074,142 37% |
| Number of Employees | 1 -67% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 675,406 36% |
| % High Net Worth | 82.09% 45% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds