| As of Date | 03/27/2026 |
| Registration | Florida, Approved, 01/28/2008 |
| ADV Location | MAITLAND, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 5,958,991 114% |
| of that, discretionary | 5,958,991 114% |
| Private Fund GAV* | 0 |
| Avg Account Size | 192,226 38% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 1
of those in investment advisory functions 1
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds