Adviser Profile
| As of Date | 08/30/2026 |
| Registration | SEC, Approved, 03/04/2026 |
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| Former registrations | |
| ADV Location | SARASOTA, FL, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 146,600,000 |
| of that, discretionary | 136,200,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 236,071 |
| % High Net Worth | 27.36% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
136M
117M
97M
78M
58M
39M
19M
2026
Private Funds
No private funds