Adviser Profile
| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 04/03/2026 |
|
|
|
| Former registrations | |
| Contact Info | 253 xxxxxxx |
| Websites |
| AUM* | 121,700,000 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 590,777 |
| % High Net Worth | 82.61% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
122M
104M
87M
70M
52M
35M
17M
2026
Private Funds
No private funds