| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 12/12/2025 |
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| Former registrations | |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 737 xxxxxxx |
| Websites |
| AUM* | 170,515,836 |
| of that, discretionary | 170,515,836 |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,879,856 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds