Adviser Profile
| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 05/30/2025 |
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| Former registrations | |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 954 xxxxxxx |
| AUM* | 204,116,000 87% |
| of that, discretionary | 41,524,000 120% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 5 400% |
| Private Fund GAV* | 0 |
| Avg Account Size | 169,110 -14% |
| % High Net Worth | 0.75% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
163M
139M
116M
93M
70M
46M
23M
2025
2026
Private Funds
No private funds