| As of Date | 03/16/2026 |
| Registration | California, Approved, 04/17/2007 |
| ADV Location | SEBASTOPOL, CA, United States |
| Contact Info | 707 xxxxxxx |
| Websites |
| AUM* | 70,000,000 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 355,330 |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 1
of those in investment advisory functions 1
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds