Adviser Profile
| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 03/24/2025 |
|
|
|
| Former registrations | |
| ADV Location | REDLANDS, CA, United States |
| Contact Info | 909 xxxxxxx |
| Websites |
| AUM* | 140,080,363 14% |
| of that, discretionary | 140,080,363 14% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 479,727 10% |
| % High Net Worth | 28.68% -3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
140M
120M
100M
80M
60M
40M
20M
2025
2026
Private Funds
No private funds