Adviser Profile
| As of Date | 05/12/2026 |
| Registration | SEC, Approved, 02/19/2026 |
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| Former registrations | |
| ADV Location | VALENCIA, CA, United States |
| Contact Info | (66 xxxxxxx |
| Websites |
| AUM* | 157,995,972 |
| of that, discretionary | 144,006,251 |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,771,859 |
| % High Net Worth | 19.30% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
32M
28M
23M
18M
14M
9M
5M
2026
Private Funds
No private funds