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Adviser Profile

As of Date 03/12/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Registration Florida, Approved, 08/23/2023
Other registrations (1)
AUM* 0
of that, discretionary
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 917 xxxxxxx
Websites

Client Types

Advisory Activities

- Financial planning services

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees