Adviser Profile
| As of Date | 09/11/2026 |
| Registration | SEC, Approved, 04/03/2026 |
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| Former registrations | |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 141,525,076 |
| of that, discretionary | 141,525,076 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 700,619 |
| % High Net Worth | 91.11% |
| 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
- Selection of other advisers
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
142M
121M
101M
81M
61M
40M
20M
2026
Private Funds
No private funds