| As of Date | 03/31/2026 |
| ADV Location | DALLAS, TX, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Texas, Approved, 01/05/2024 |
| AUM* | 1,131,693 |
| of that, discretionary | 1,131,693 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 161,670 |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (21 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds