| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | California, Approved, 02/21/2020 |
| AUM* | 1,811,964 189.91% |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 67,110 71.80% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 858 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds