other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/06/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Registration Texas, Approved, 01/30/2009
AUM* 54,498,640
of that, discretionary 54,498,640
Private Fund GAV* 0
Avg Account Size 18,166,213
% High Net Worth 100.00%
SMA’s No
Private Funds 0
Contact Info 832 xxxxxxx

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees