| As of Date | 03/09/2026 |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | Georgia, Approved, 11/03/2021 |
| AUM* | 31,350,000 17% |
| of that, discretionary | 31,350,000 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 337,097 116% |
| % High Net Worth | 7.53% -15% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 678 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds