Adviser Profile
| As of Date | 04/13/2026 |
| Registration | SEC, Approved, 04/06/2026 |
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| Former registrations | |
| Contact Info | 305 xxxxxxx |
| AUM* | 114,559,491 |
| of that, discretionary | 111,822,505 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,182,821 |
| % High Net Worth | 40.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
112M
96M
80M
64M
48M
32M
16M
2026
Private Funds
No private funds