| As of Date | 01/26/2026 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Florida, Approved, 07/19/2021 |
| AUM* | 8,592,619 62% |
| of that, discretionary | 7,646,811 96% |
| Private Fund GAV* | 0 |
| Avg Account Size | 156,229 24% |
| % High Net Worth | 14.29% -14% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 772 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds