Adviser Profile
| As of Date | 05/04/2026 |
| Registration | California, Approved, 06/12/2020 |
| Former registrations | |
| ADV Location | ROCKLIN, CA, United States |
| Contact Info | 916 xxxxxxx |
| Websites |
| AUM* | 116,655,745 |
| of that, discretionary | 116,655,745 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 633,999 |
| % High Net Worth | 27.59% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
117M
100M
83M
67M
50M
33M
17M
2026
Private Funds
No private funds