Adviser Profile

As of Date 06/23/2026
Registration SEC, Approved, 05/30/2019
Other registrations (2)
ADV Location HOLLYWOOD, FL, United States
Contact Info 954 xxxxxxx
Websites
AUM* 173,094,626 43%
of that, discretionary 149,666,126 37%
Number of Employees 2 -33%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 553,018 58%
% High Net Worth 49.02% 37%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

150M 128M 107M 86M 64M 43M 21M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary