Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/30/2025 |
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| Former registrations | |
| Contact Info | 678 xxxxxxx |
| Websites |
| AUM* | 138,431,859 15% |
| of that, discretionary | 138,431,859 15% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,305,961 7% |
| % High Net Worth | 11.32% 12% |
| 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
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
138M
119M
99M
79M
59M
40M
20M
2025
2026
Private Funds
No private funds