| As of Date | 04/15/2026 |
| Registration | California, Approved, 05/06/2024 |
| ADV Location | PALO ALTO, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 82,809,000 93% |
| of that, discretionary | 69,394,000 67% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,134,370 38% |
| % High Net Worth | 95.00% 1% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- 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
No private funds