Adviser Profile
| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 07/08/2025 |
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| Former registrations | |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 34,934 -93% |
| of that, discretionary | 34,934 -93% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,911 -99% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Internet adviser
Client Types
- Individuals (other than 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
520K
446K
371K
297K
223K
149K
74K
2025
2026
Private Funds
No private funds