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Adviser Profile

As of Date 01/22/2025
Adviser Type
Number of Employees 2
of those in investment advisory functions 1
Registration Florida, Approved, 02/06/2023
Other registrations (3)
AUM* 48,323,089
of that, discretionary 48,323,089
Private Fund GAV* 0
Avg Account Size 142,127
% High Net Worth 7.14%
SMA’s No
Private Funds 0
Contact Info 207 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds

No private funds

Employees