| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/11/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 04/21/2000 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287614 | Stock NameISHARES RUSSELL 1000 GROWTH ET | $ Position$15,524 | % Position7.00% | $ Change-11.00% | # Change-2.00% |
| Stck Ticker464287499 | Stock NameISHARES RUSSELL MID CAP ETF | $ Position$15,717 | % Position7.00% | $ Change-5.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$11,925 | % Position5.00% | $ Change-12.00% | # Change-1.00% |
| Stck Ticker464287598 | Stock NameISHARES RUSSELL 1000 VALUE ETF | $ Position$12,203 | % Position5.00% | $ Change3.00% | # Change1.00% |
| Stck Ticker464287630 | Stock NameISHARES RUSSELL 2000 VALUE ETF | $ Position$9,727 | % Position4.00% | $ Change-9.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$9,914 | % Position4.00% | $ Change-13.00% | # Change-2.00% |
| Stck Ticker921946406 | Stock NameVANGUARD HIGH DIVIDEND YIELD E | $ Position$9,045 | % Position4.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker922908769 | Stock NameVANGUARD TOTAL STOCK MARKET ET | $ Position$9,626 | % Position4.00% | $ Change-4.00% | # Change1.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$7,160 | % Position3.00% | $ Change-25.00% | # Change-14.00% |
| Stck Ticker464287309 | Stock NameISHARES S&P 500 GROWTH ETF | $ Position$6,768 | % Position3.00% | $ Change-11.00% | # Change-3.00% |