Adviser Profile
| As of Date | 08/25/2026 |
| Registration | California, Approved, 07/29/2025 |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 30,000 |
| of that, discretionary | 30,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,000 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds