Adviser Profile
| As of Date | 03/31/2026 |
| Registration | Oklahoma, Approved, 06/12/2024 |
|
|
|
| Former registrations | |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 63,209,206 -7% |
| of that, discretionary | 63,209,206 -8% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 190,389 -67% |
| % High Net Worth | 9.86% -41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds