| As of Date | 02/13/2026 |
| ADV Location | WALNUT CREEK, CA, United States |
| Adviser Type | |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 1 |
| Registration | California, Approved, 03/30/2012 |
| AUM* | 74,786,214 26% |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 147,507 25% |
| % High Net Worth | 20.47% -14% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 925 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds