Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 04/30/2025 |
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| Former registrations | |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 169,313,370 36% |
| of that, discretionary | 169,313,370 36% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,422,801 11% |
| % High Net Worth | 95.00% 1% |
| 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
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
169M
145M
121M
97M
73M
48M
24M
2025
2026
Private Funds
No private funds