| As of Date | 03/26/2025 |
| ADV Location | LOS ANGELES, CA, United States |
| Adviser Type - An investment adviser (or subadviser) to an investment company | |
| Number of Employees | 94 -10% |
| of those in investment advisory functions | 36 -3% |
| Registration | SEC, Approved, 03/28/2017 |
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| AUM* | 0 |
| of that, discretionary | |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 310 xxxxxxx |
| Websites |
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464288513 | Stock NameiShares Tr | $ Position$14,445,913 | % Position11.00% | $ Change29.00% | # Change30.00% |
| Stck Ticker78468R622 | Stock NameSPDR Series Trust | $ Position$11,508,011 | % Position9.00% | $ Change10.00% | # Change11.00% |
| Stck Ticker78468R408 | Stock NameSPDR Series Trust | $ Position$9,222,304 | % Position7.00% | $ Change40.00% | # Change42.00% |
| Stck Ticker464287226 | Stock NameiShares Tr | $ Position$7,509,078 | % Position6.00% | $ Change47.00% | # Change48.00% |
| Stck Ticker464288281 | Stock NameiShares Tr | $ Position$8,134,312 | % Position6.00% | $ Change119.00% | # Change116.00% |
| Stck Ticker464288661 | Stock NameiShares Tr | $ Position$6,017,627 | % Position5.00% | $ Change162.00% | # Change162.00% |
| Stck Ticker92206C870 | Stock NameVanguard Scottsdale Fds | $ Position$6,356,290 | % Position5.00% | $ Change-17.00% | # Change-17.00% |
| Stck Ticker921937835 | Stock NameVanguard BD Index FDS | $ Position$5,084,313 | % Position4.00% | $ Change28.00% | # Change28.00% |
| Stck Ticker464287242 | Stock NameiShares Tr | $ Position$5,314,023 | % Position4.00% | $ Change-30.00% | # Change-29.00% |
| Stck Ticker464288414 | Stock NameiShares Tr | $ Position$5,354,643 | % Position4.00% | $ Change131.00% | # Change129.00% |