| As of Date | 05/08/2025 |
| Registration status | Terminated |
| ADV Location | BRADENTON, FL, United States |
| Contact Info | 941 xxxxxxx |
| AUM* | 17,473,034 403% |
| of that, discretionary | 17,473,034 403% |
| Private Fund GAV* | 0 |
| Avg Account Size | 249,615 101% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 1
of those in investment advisory functions 1
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds