| As of Date | 01/28/2026 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | North Carolina, Approved, 03/04/2024 |
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|
|
| AUM* | 21,912,064 44% |
| of that, discretionary | 17,256,373 94% |
| Private Fund GAV* | 0 |
| Avg Account Size | 332,001 35% |
| % High Net Worth | 18.75% 219% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 847 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds