Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 05/03/2018
ADV Location BOCA RATON, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 215,979,330 4%
of that, discretionary 215,979,330 4%
Number of Employees 3 -25%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 679,180 -1%
% High Net Worth 60.06% -27%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Commissions

Reported AUM

276M 237M 197M 158M 118M 79M 39M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary