Adviser Profile
| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 08/20/2026 |
|
|
|
| Former registrations | |
| ADV Location | GOLD RIVER, CA, United States |
| Contact Info | 916 xxxxxxx |
| Websites |
| AUM* | 100,005,394 |
| of that, discretionary | 100,005,394 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 291,561 |
| % High Net Worth | 46.00% |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds