{{ Info.Overview }}
Adviser Profile
| As of Date | 07/31/2026 |
| Registration | SEC, Approved, 11/18/2025 |
|
|
|
| Former registrations | |
| ADV Location | MIAMI, FL, United States |
| Contact Info | (30 xxxxxxx |
| AUM* | 201,621,881 93% |
| of that, discretionary | 196,021,881 87% |
| Number of Employees | 14 17% |
| of those in investment advisory functions | 14 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 483,506 -6% |
| % High Net Worth | 4.80% -83% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
196M
168M
140M
112M
84M
56M
28M
2025
2026
Private Funds
No private funds