Adviser Profile
| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 02/18/2026 |
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| Former registrations | |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 74,529,000 |
| of that, discretionary | 74,529,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 428,328 |
| % High Net Worth | 70.37% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
75M
64M
53M
43M
32M
21M
11M
2026
Private Funds
No private funds