Adviser Profile
| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 04/01/2025 |
|
|
|
| Former registrations | |
| Contact Info | 217 xxxxxxx |
| Websites |
| AUM* | 101,831,137 4% |
| of that, discretionary | 101,831,137 -18% |
| Number of Employees | 2 -60% |
| of those in investment advisory functions | 1 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 209,099 24% |
| % High Net Worth | 11.32% 41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
114M
98M
82M
65M
49M
33M
16M
2024
2025
2026
Private Funds
No private funds