Adviser Profile
| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 02/26/2007 |
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| Former registrations | |
| ADV Location | PLANO, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
Advisory Activities
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds