Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 09/01/2017
ADV Location LOS ANGELES, CA, United States
Contact Info 747 xxxxxxx
Websites
AUM* 697,826,133 26%
of that, discretionary 681,489,500 27%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 675,534 5%
% High Net Worth 37.14% 29%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

681M 584M 487M 389M 292M 195M 97M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

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Stck Ticker037833100 Stock NameAPPLE INC $ Position$30,829,886 % Position6.00% $ Change7.00% # Change-62.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$30,129,336 % Position6.00% $ Change1641.00% # Change969.00%
Stck Ticker921946794 Stock NameVANGUARD WHITEHALL FDS $ Position$30,347,213 % Position6.00% $ Change5.00% # Change1.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$25,250,008 % Position5.00% $ Change-23.00% # Change-43.00%
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Stck Ticker69374H709 Stock NamePACER FDS TR $ Position$19,591,885 % Position4.00% $ Change1939.00% # Change2099.00%

Brochure Summary