| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/12/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Virginia, Approved, 11/17/2023 |
|
|
|
| AUM* | 26,410,771 |
| of that, discretionary | 26,410,771 |
| Private Fund GAV* | 0 |
| Avg Account Size | 614,204 |
| % High Net Worth | 78.57% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 813 xxxxxxx |
| Websites |
- 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