Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 05/27/2025 |
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| Former registrations | |
| ADV Location | LADERA RANCH, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 126,020,017 25% |
| of that, discretionary | 126,020,017 25% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 552,719 16% |
| % High Net Worth | 73.17% 7% |
| 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
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
126M
108M
90M
72M
54M
36M
18M
2025
2026
Private Funds
No private funds