Adviser Profile
| As of Date | 02/23/2026 |
| Registration | Arizona, Approved, 08/14/2017 |
| ADV Location | GILBERT, AZ, United States |
| Contact Info | 602 xxxxxxx |
| Websites |
| AUM* | 4,100,000 0% |
| of that, discretionary | 4,100,000 0% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 56,164 -36% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
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