Adviser Profile
| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 10/23/2024 |
|
|
|
| Former registrations | |
| ADV Location | LIGHTHOUSE POINT, FL, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 119,650,000 8% |
| of that, discretionary | 119,650,000 8% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 247,211 -11% |
| % High Net Worth | 29.60% 31% |
| 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
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
120M
103M
85M
68M
51M
34M
17M
2024
2025
2026
Private Funds
No private funds