| As of Date | 02/05/2026 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 03/07/2024 |
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| AUM* | 156,030,869 30% |
| of that, discretionary | 139,871,825 38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,051 10% |
| % High Net Worth | 39.39% 17% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (97 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds