| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 11/19/2024 |
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| Former registrations | |
| ADV Location | MONROVIA, CA, United States |
| Contact Info | 626 xxxxxxx |
| Websites |
| AUM* | 179,112,814 17% |
| of that, discretionary | 179,112,814 17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 452,305 9% |
| % High Net Worth | 31.70% 2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds