Adviser Profile
| As of Date | 09/04/2026 |
| Registration | SEC, Approved, 06/02/2025 |
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| Former registrations | |
| ADV Location | WINTER PARK, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 214,265,118 110% |
| of that, discretionary | 214,265,118 5415% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,455,889 -39% |
| % High Net Worth | 66.67% -33% |
| 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
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
208M
179M
149M
119M
89M
60M
30M
2025
2026
Private Funds
No private funds