| Registration status | Terminated |
| As of Date | 03/27/2019 |
| ADV Location | BOCA RATON, FL, United States |
| Adviser Type - Mid-sized advisory firm | |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| AUM* | 33,928,081 |
| of that, discretionary | 33,928,081 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,609,852 |
| % High Net Worth | 61.54% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds