Adviser Profile
| As of Date | 03/21/2025 |
| Registration status | Registration Changed to FIFR, INC. |
| Contact Info | 818 xxxxxxx |
| Websites |
| AUM* | 27,787,605 51% |
| of that, discretionary | 27,787,605 51% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 68,274 41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds