Adviser Profile
| As of Date | 06/12/2026 |
| Registration | SEC, Approved, 12/17/2025 |
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| Former registrations | |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 26,364 |
| of that, discretionary | 26,364 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,591 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Internet adviser
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
10K
9K
7K
6K
4K
3K
1K
2025
2026
Private Funds
No private funds