Adviser Profile
| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 12/19/2024 |
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| Former registrations | |
| ADV Location | NAPLES, FL, United States |
| Contact Info | 239 xxxxxxx |
| Websites |
| AUM* | 136,489,439 2% |
| of that, discretionary | 136,489,439 13% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 336,181 5% |
| % High Net Worth | 38.62% 29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
136M
117M
97M
78M
58M
39M
19M
2024
2025
2026
Private Funds
No private funds