Adviser Profile
| As of Date | 01/16/2026 |
| Registration | SEC, Approved, 05/09/2025 |
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| Former registrations | |
| Contact Info | 786 xxxxxxx |
| AUM* | 129,384,298 13% |
| of that, discretionary | 72,207,878 8% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,312,810 35% |
| % High Net Worth | 68.18% -4% |
| 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
72M
62M
52M
41M
31M
21M
10M
2025
2026
Private Funds
No private funds