| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/04/2025 |
| Adviser Type - Mid-sized advisory firm | |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 04/08/2025 |
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| Former registrations | |
| AUM* | 55,786,353 |
| of that, discretionary | 55,786,353 |
| Private Fund GAV* | 0 |
| Avg Account Size | 27,893,177 |
| % High Net Worth | 66.67% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 305 xxxxxxx |
- High net worth individuals
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
No private funds