| Registration status | Terminated |
| As of Date | 01/02/2026 |
| ADV Location | AMARILLO, TX, United States |
| Adviser Type | |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| AUM* | 1,087 |
| of that, discretionary | 1,087 |
| Private Fund GAV* | 0 |
| Avg Account Size | 544 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 617 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds