| As of Date | 10/24/2025 |
| ADV Location | DALLAS, TX, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Texas, Approved, 01/15/2026 |
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| Former registrations | |
| AUM* | 29,622,529 |
| of that, discretionary | 29,622,529 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,097,131 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 214 xxxxxxx |
| Websites |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds