Adviser Profile
| As of Date | 09/20/2026 |
| Registration | SEC, Approved, 06/27/2025 |
|
|
|
| Former registrations | |
| ADV Location | PASADENA, CA, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 232,611,535 122% |
| of that, discretionary | 232,611,535 122% |
| Number of Employees | 13 225% |
| of those in investment advisory functions | 10 233% |
| Private Fund GAV* | 0 |
| Avg Account Size | 371,584 57% |
| % High Net Worth | 44.02% 88% |
| 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
- Fixed fees (other than subscription fees)
Reported AUM
233M
199M
166M
133M
100M
66M
33M
2025
2026
Private Funds
No private funds