Adviser Profile
| As of Date | 09/02/2026 |
| Registration | Maryland, Approved, 06/10/2025 |
| ADV Location | TOWSON, MD, United States |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 16,710,454 |
| of that, discretionary | 16,710,454 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 506,377 |
| % High Net Worth | 30.43% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds