| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/27/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Utah, Approved, 01/17/2014 |
| AUM* | 1,200,000 20.97% |
| of that, discretionary | 1,200,000 20.97% |
| Private Fund GAV* | 0 |
| Avg Account Size | 240,000 -3.22% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (80 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds