Adviser Profile
| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 05/19/2025 |
|
|
|
| Former registrations | |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 41,768,028 17% |
| of that, discretionary | 41,768,028 17% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 267,744 32% |
| % High Net Worth | 8.54% 20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized 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
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
42M
36M
30M
24M
18M
12M
6M
2025
2026
Private Funds
No private funds