Adviser Profile
| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 06/14/2024 |
|
|
|
| Former registrations | |
| ADV Location | SARASOTA, FL, United States |
| Contact Info | 941 xxxxxxx |
| Websites |
| AUM* | 160,569,912 50% |
| of that, discretionary | 7,984,873 82% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,916,339 -9% |
| % High Net Worth | 27.78% 16% |
| SMA’s | No |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
153M
131M
109M
87M
65M
44M
22M
2024
2025
2026
Private Funds
No private funds