| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 07/17/2025 |
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| Former registrations | |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 145,947,279 8% |
| of that, discretionary | 141,034,407 8% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,115,178 -4% |
| % High Net Worth | 11.59% 124% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds