| As of Date | 03/12/2026 |
| Registration | Florida, Approved, 02/14/2025 |
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| Former registrations | |
| ADV Location | ANNAPOLIS, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Pension consulting services
- Educational seminars/workshops
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds