Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 04/29/2026 |
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| Former registrations | |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 116,069,734 |
| of that, discretionary | 116,069,734 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,036,311 |
| % High Net Worth | 18.18% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
116M
99M
83M
66M
50M
33M
17M
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LILLING & COMPANY LLP | Filing Date11/05/2025 | Form ADV-E View Report |