| As of Date | 03/20/2026 |
| Adviser Type | |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Registration | California, Approved, 03/14/2023 |
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| Former registrations | |
| AUM* | 9,938,000 56% |
| of that, discretionary | 9,938,000 56% |
| Private Fund GAV* | 0 |
| Avg Account Size | 301,152 -15% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (20 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds