| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/04/2025 |
| Adviser Type | |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Registration | California, Approved, 05/26/2021 |
|
|
|
| AUM* | 43,119,452 |
| of that, discretionary | 43,119,452 |
| Private Fund GAV* | 0 |
| Avg Account Size | 399,254 |
| % High Net Worth | 54.29% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (41 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds