| As of Date | 12/28/2024 |
| Registration status | Terminated |
| ADV Location | DESTIN, FL, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 56,715,247 37% |
| of that, discretionary | 56,715,247 37% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 214,830 -4% |
| % High Net Worth | 52.31% 32% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds