| As of Date | 11/23/2020 |
| Registration status | Terminated |
| ADV Location | WARNER ROBINS, GA, United States |
| AUM* | 30,963,962 |
| of that, discretionary | 30,963,962 |
| Private Fund GAV* | 0 |
| Avg Account Size | 184,309 |
| % High Net Worth | 1.20% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 5
of those in investment advisory functions 3
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds