Adviser Profile
| As of Date | 03/25/2026 |
| Registration | Florida, Approved, 01/07/2022 |
| Contact Info | 305 xxxxxxx |
| AUM* | 18,406,651 48% |
| of that, discretionary | 0 |
| Number of Employees | 5 400% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,227,110 48% |
| % High Net Worth | 26.67% 33% |
| 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
Reported AUM
1
1
1
1
Private Funds
No private funds