Adviser Profile
| As of Date | 05/28/2026 |
| Registration | SEC, Approved, 04/22/2025 |
|
|
|
| Former registrations | |
| ADV Location | BURLINGAME, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 162,385,487 25% |
| of that, discretionary | 45,094,018 26% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 356,109 -46% |
| % High Net Worth | 39.86% 40% |
| 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
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
117M
101M
84M
67M
50M
34M
17M
2025
2026
Private Funds
No private funds