| As of Date | 01/20/2026 |
| Adviser Type | |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Registration | Virginia, Approved, 08/15/2024 |
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|
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| AUM* | 70,347,824 89% |
| of that, discretionary | 70,347,824 91% |
| Private Fund GAV* | 0 |
| Avg Account Size | 185,614 17% |
| % High Net Worth | 12.77% 82% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 602 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds