Adviser Profile
| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 09/24/2024 |
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| Former registrations | |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 43,000,000 -62% |
| of that, discretionary | 43,000,000 -62% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 477,778 -19% |
| % High Net Worth | 14.44% -19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
112M
96M
80M
64M
48M
32M
16M
2024
2025
2026
Private Funds
No private funds