Adviser Profile
| As of Date | 04/14/2026 |
| Registration | North Carolina, Approved, 10/07/2022 |
|
|
|
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 9,698,240 -42% |
| of that, discretionary | 9,698,240 -42% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 359,194 -32% |
| % High Net Worth | 42.86% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds