Adviser Profile
| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 04/28/2025 |
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| Former registrations | |
| ADV Location | MARINA DEL REY, CA, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 190,094,257 32% |
| of that, discretionary | 177,044,955 30% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 238,213 11% |
| % High Net Worth | 23.04% 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
Advisory Activities
- 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
177M
152M
126M
101M
76M
51M
25M
2025
2026
Private Funds
No private funds