Adviser Profile
| As of Date | 06/08/2026 |
| Registration | SEC, Approved, 05/22/2025 |
|
|
|
| Former registrations | |
| Contact Info | 708 xxxxxxx |
| Websites |
| AUM* | 153,000,000 22% |
| of that, discretionary | 153,000,000 22% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 450,000 12% |
| % High Net Worth | 10.58% 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
144M
123M
103M
82M
62M
41M
21M
2025
2026
Private Funds
No private funds