Adviser Profile
| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 06/12/2025 |
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| Former registrations | |
| ADV Location | MILL VALLEY, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 15 67% |
| of those in investment advisory functions | 14 133% |
| Private Fund GAV* | 0 |
| % High Net Worth | 62.85% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Multi-state adviser
Client Types
Advisory Activities
- Financial planning services
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
2025
2026
Private Funds
No private funds