Adviser Profile

As of Date 10/29/2025
Registration status Terminated
Contact Info 650 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

Client Types

Advisory Activities

- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees