Adviser Profile
| As of Date | 09/08/2026 |
| Registration | SEC, Approved, 12/13/2024 |
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| Former registrations | |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 122,000,000 -5% |
| of that, discretionary | 122,000,000 -5% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,777,778 5% |
| % High Net Worth | 66.67% 4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Insurance companies
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
133M
114M
95M
76M
57M
38M
19M
2024
2025
2026
Private Funds
No private funds