Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 11/28/2017
Contact Info (21 xxxxxxx
Websites
AUM* 4,460,154 -5%
of that, discretionary 4,460,154 -5%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 202,734 17%
% High Net Worth 31.82%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

5M 5M 4M 3M 2M 2M 771K
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