Adviser Profile
| As of Date | 07/14/2026 |
| Registration | SEC, Approved, 05/15/2020 |
| Former registrations | |
| ADV Location | REDLANDS, CA, United States |
| Contact Info | 909 xxxxxxx |
| Websites |
| AUM* | 1,234,634,396 23% |
| of that, discretionary | 1,234,634,396 23% |
| Number of Employees | 10 |
| of those in investment advisory functions | 8 -11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 376,413 11% |
| % High Net Worth | 44.65% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1B
1B
882M
706M
529M
353M
176M
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds