Adviser Profile
| As of Date | 05/28/2026 |
| Registration | SEC, Approved, 05/08/2026 |
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| Former registrations | |
| Contact Info | 515 xxxxxxx |
| Websites |
| AUM* | 110,023,313 |
| of that, discretionary | 90,317,438 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,089,340 |
| % High Net Worth | 99.02% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
90M
77M
65M
52M
39M
26M
13M
2026
Private Funds
No private funds