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Adviser Profile

As of Date 03/25/2025
Adviser Type - Internet adviser
Number of Employees 16 6.67%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 01/25/2020
AUM* 492,303 277.53%
of that, discretionary 492,303 277.53%
Private Fund GAV* 0
Avg Account Size 4,002 10.50%
SMA’s No
Private Funds 0
Contact Info 415 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

130K 112K 93K 75K 56K 37K 19K
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees