Adviser Profile
| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 04/06/2026 |
|
|
|
| Former registrations | |
| Contact Info | 240 xxxxxxx |
| AUM* | 106,972,702 |
| of that, discretionary | 106,972,702 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,609,090 |
| % High Net Worth | 54.55% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Commissions
Reported AUM
107M
92M
76M
61M
46M
31M
15M
2026
Private Funds
No private funds