Adviser Profile
| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 04/10/2025 |
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| Former registrations | |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 160,193,912 55% |
| of that, discretionary | 75,430,331 107% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 362,430 -12% |
| % High Net Worth | 5.95% -1% |
| 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
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
85M
73M
61M
48M
36M
24M
12M
2025
2026
Private Funds
No private funds