Adviser Profile

AUM* 101,311,686 4%
of that, discretionary 101,311,686 4%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 356,731 -1%
% High Net Worth 45.88% -2%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name MAGGART CPAS & ADVISORS Filing Date03/28/2025 Form ADV-E View Report