Adviser Profile

As of Date 10/11/2024
Registration status Terminated
ADV Location WALNUT CREEK, CA, United States
Contact Info 917 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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