Adviser Profile
| As of Date | 04/08/2026 |
| Registration | SEC, Approved, 12/02/2024 |
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| 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$9,651,797 | % Position10.00% | $ Change-24.00% | # Change-19.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$7,489,137 | % Position8.00% | $ Change-9.00% | # Change-5.00% |
| Stck Ticker92206C870 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$7,735,682 | % Position8.00% | $ Change-7.00% | # Change-6.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$4,380,535 | % Position5.00% | $ Change-10.00% | # Change-12.00% |
| Stck Ticker464288687 | Stock NameISHARES TR | $ Position$5,087,431 | % Position5.00% | $ Change-11.00% | # Change-9.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$3,697,989 | % Position4.00% | $ Change-21.00% | # Change-15.00% |
| Stck Ticker92206C409 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$4,108,730 | % Position4.00% | $ Change-3.00% | # Change-2.00% |
| Stck Ticker46641Q332 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$2,812,948 | % Position3.00% | $ Change-11.00% | # Change-10.00% |
| Stck Ticker464287150 | Stock NameISHARES TR | $ Position$3,309,477 | % Position3.00% | $ Change-20.00% | # Change-16.00% |
| Stck Ticker46654Q203 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$2,646,491 | % Position3.00% | $ Change-14.00% | # Change-10.00% |