| As of Date | 03/19/2026 |
| ADV Location | LAS COLINAS, TX, United States |
| Adviser Type | |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 4 33% |
| Registration | Nevada, Approved, 10/17/2024 |
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| AUM* | 57,362,541 62% |
| of that, discretionary | 45,559,378 88% |
| Private Fund GAV* | 0 |
| Avg Account Size | 341,444 1% |
| % High Net Worth | 30.67% 26% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (80 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds