Adviser Profile
| As of Date | 04/08/2026 |
| Registration | SEC, Approved, 12/02/2024 |
|
|
|
| Former registrations | |
| ADV Location | TUCSON, AZ, United States |
| Contact Info | 520 xxxxxxx |
| Websites |
| AUM* | 142,011,990 22% |
| of that, discretionary | 142,011,990 22% |
| Number of Employees | 10 67% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 196,420 16% |
| % High Net Worth | 21.15% 25% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
142M
122M
101M
81M
61M
41M
20M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$13,116,903 | % Position11.00% | $ Change960.00% | # Change727.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$11,238,704 | % Position10.00% | $ Change1373.00% | # Change1156.00% |
| Stck Ticker92206C870 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$7,678,042 | % Position7.00% | $ Change766.00% | # Change815.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$5,343,813 | % Position5.00% | $ Change1079.00% | # Change1006.00% |
| Stck Ticker464288687 | Stock NameISHARES TR | $ Position$5,252,359 | % Position4.00% | $ Change3.00% | # Change6.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$4,574,866 | % Position4.00% | $ Change24.00% | # Change-6.00% |
| Stck Ticker92206C409 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$4,304,941 | % Position4.00% | $ Change952.00% | # Change980.00% |
| Stck Ticker921910873 | Stock NameVANGUARD WORLD FD | $ Position$3,302,651 | % Position3.00% | $ Change45.00% | # Change22.00% |
| Stck Ticker46654Q203 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$3,156,559 | % Position3.00% | $ Change19.00% | # Change8.00% |
| Stck Ticker464287150 | Stock NameISHARES TR | $ Position$3,687,529 | % Position3.00% | $ Change1121.00% | # Change946.00% |