Adviser Profile
| As of Date | 07/24/2026 |
| Registration | SEC, Approved, 02/18/2025 |
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| Former registrations | |
| Contact Info | 509 xxxxxxx |
| Websites |
| AUM* | 138,978,900 13% |
| of that, discretionary | 138,978,900 13% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 246,416 4% |
| % High Net Worth | 6.74% -35% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
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
- Hourly charges
Reported AUM
139M
119M
99M
79M
60M
40M
20M
2025
2026
Private Funds
No private funds