Adviser Profile
| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 10/08/2021 |
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| Former registrations | |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 833 xxxxxxx |
| Websites |
| AUM* | 128,120,589 20% |
| of that, discretionary | 128,120,589 20% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 42,706,863 60% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- An investment adviser (or subadviser) to an investment company
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
128M
110M
92M
73M
55M
37M
18M
2021
2022
2023
2024
2025
2026
Private Funds
No private funds