| As of Date | 01/17/2024 |
| Registration | Arizona, Approved, 05/18/2018 |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 10,400,000 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 742,857 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- 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
- Fixed fees (other than subscription fees)
No private funds