Adviser Profile
| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 09/11/2024 |
|
|
|
| Former registrations | |
| ADV Location | SURPRISE, AZ, United States |
| Contact Info | 623 xxxxxxx |
| Websites |
| AUM* | 185,998,213 10% |
| of that, discretionary | 185,998,213 10% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 285,273 1% |
| % High Net Worth | 10.74% 23% |
| 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
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
186M
159M
133M
106M
80M
53M
27M
2024
2025
2026
Private Funds
No private funds