| As of Date | 01/28/2026 |
| ADV Location | ONTARIO, CA, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Oregon, Approved, 02/14/2024 |
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| AUM* | 8,528,556 |
| of that, discretionary | 8,528,556 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 185,403 |
| % High Net Worth | 20.59% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 909 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
- Fixed fees (other than subscription fees)
No private funds