Adviser Profile
| As of Date | 03/26/2026 |
| Registration | California, Approved, 01/19/2018 |
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| ADV Location | MISSION VIEJO, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 94,415,118 38% |
| of that, discretionary | 94,415,118 38% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 226,415 28% |
| % High Net Worth | 23.66% 113% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- 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