| As of Date | 03/13/2026 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | California, Approved, 07/20/2018 |
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| AUM* | 83,823,098 75% |
| of that, discretionary | 83,823,098 75% |
| Private Fund GAV* | 0 |
| Avg Account Size | 311,610 41% |
| % High Net Worth | 55.22% 35% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 925 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds