Adviser Profile
| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 03/07/2025 |
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| Former registrations | |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 124,194,124 23% |
| of that, discretionary | 124,194,124 23% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 498,772 25% |
| % High Net Worth | 37.93% -47% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
124M
106M
89M
71M
53M
35M
18M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker92556V106 | Stock NameVIATRIS INC | $ Position$6,919,483 | % Position6.00% | $ Change1.00% | # Change-9.00% |
| Stck TickerY27183600 | Stock NameGLOBAL SHIP LEASE INC F | $ Position$5,295,961 | % Position5.00% | $ Change14.00% | # Change-3.00% |
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$4,226,401 | % Position4.00% | $ Change-42.00% | # Change-4.00% |
| Stck Ticker49456B101 | Stock NameKINDER MORGAN INC DEL | $ Position$4,826,864 | % Position4.00% | $ Change-4.00% | # Change2.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$4,516,613 | % Position4.00% | $ Change1.00% | # Change-3.00% |
| Stck Ticker30233Q108 | Stock NameEXXONMOBIL HLDGS CORP | $ Position$4,299,204 | % Position4.00% | $ Change | # Change |
| Stck Ticker651639106 | Stock NameNEWMONT CORP | $ Position$4,337,937 | % Position4.00% | $ Change16.00% | # Change-6.00% |
| Stck Ticker84265V105 | Stock NameSOUTHERN COPPER CORP | $ Position$3,823,817 | % Position3.00% | $ Change | # Change |
| Stck Ticker808513105 | Stock NameCHARLES SCHWAB CORP | $ Position$3,122,207 | % Position3.00% | $ Change8.00% | # Change2.00% |
| Stck Ticker882508104 | Stock NameTEXAS INSTRS INC | $ Position$3,723,236 | % Position3.00% | $ Change-8.00% | # Change-2.00% |