Adviser Profile
| As of Date | 09/10/2026 |
| Registration | SEC, Approved, 05/27/2026 |
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| Former registrations | |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 102,173,006 |
| of that, discretionary | 41,426,897 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,524,970 |
| % High Net Worth | 81.82% |
| 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
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
61M
52M
43M
35M
26M
17M
9M
2026
Private Funds
No private funds