Adviser Profile
| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 06/16/2025 |
|
|
|
| Former registrations | |
| ADV Location | ROSEVILLE, CA, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 141,302,317 19% |
| of that, discretionary | 140,050,106 28% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 501,072 22% |
| % High Net Worth | 40.43% 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
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
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
140M
120M
100M
80M
60M
40M
20M
2025
2026
Private Funds
No private funds