Adviser Profile
| As of Date | 05/14/2026 |
| Registration | SEC, Approved, 06/13/2025 |
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| Former registrations | |
| Contact Info | 310 xxxxxxx |
| AUM* | 126,389,719 6% |
| of that, discretionary | 10,863,826 3% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,744,987 25% |
| % High Net Worth | 83.33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
116M
99M
83M
66M
50M
33M
17M
2025
2026
Private Funds
No private funds