Adviser Profile
| As of Date | 07/11/2025 |
| Registration | Indiana, Approved, 07/25/2025 |
|
|
|
| Contact Info | 860 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
Advisory Activities
- Financial planning services
- 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