Adviser Profile
| As of Date | 01/09/2026 |
| Registration | SEC, Approved, 01/12/2026 |
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| Former registrations | |
| ADV Location | MORAGA, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 142,436,898 |
| of that, discretionary | 142,436,898 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 624,723 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
142M
122M
102M
81M
61M
41M
20M
2025
2026
Private Funds
No private funds