Adviser Profile
| As of Date | 12/24/2025 |
| Registration status | Terminated |
| ADV Location | MOUNT VERNON, TX, United States |
| Contact Info | 405 xxxxxxx |
| AUM* | 1,164,016 -84% |
| of that, discretionary | 1,164,016 -84% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 29,847 -32% |
| 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
- Pension consulting services
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