Adviser Profile

As of Date 06/08/2026
Registration SEC, Approved, 02/27/2017
Other registrations (16)
ADV Location IRVING, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 228,137,320 6%
of that, discretionary 92,266,579 19%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 444,712 6%
% High Net Worth 54.29% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

137M 118M 98M 79M 59M 39M 20M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary