| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/01/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Nevada, Approved, 01/26/2022 |
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| AUM* | 15,653,772 59.24% |
| of that, discretionary | 3,842,020 38.37% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,423,070 15.81% |
| % High Net Worth | 62.50% -6.25% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 702 xxxxxxx |
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds