| As of Date | 03/31/2026 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | California, Approved, 01/01/2001 |
| AUM* | 15,096,141 41% |
| of that, discretionary | 15,096,141 41% |
| Private Fund GAV* | 0 |
| Avg Account Size | 351,073 18% |
| % High Net Worth | 50.00% -5% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 650 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds