Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/14/2025 |
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| Former registrations | |
| Contact Info | 970 xxxxxxx |
| Websites |
| AUM* | 101,291,369 1% |
| of that, discretionary | 81,209,753 2% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 653,493 25% |
| % High Net Worth | 16.13% -44% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
81M
70M
58M
46M
35M
23M
12M
2025
2026
Private Funds
No private funds