Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 04/18/2025 |
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| Former registrations | |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 110,895,973 -6% |
| of that, discretionary | 110,114,412 -5% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 488,529 9% |
| % High Net Worth | 48.02% 8% |
| 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
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
116M
99M
83M
66M
50M
33M
17M
2025
2026
Private Funds
No private funds