| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/19/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | California, Approved, 04/17/2007 |
| AUM* | 70,000,000 19.55% |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 355,330 9.84% |
| % High Net Worth | 31.11% -37.05% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 415 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds