| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 12/04/2024 |
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| Former registrations | |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 169,000,000 19% |
| of that, discretionary | 149,100,000 19% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 469,444 -68% |
| % High Net Worth | 47.96% -11% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds