| As of Date | 03/07/2025 |
| Registration | SEC, Approved, 09/13/2019 |
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| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 619 xxxxxxx |
| Websites |
| AUM* | 217,540,000 11% |
| of that, discretionary | 217,540,000 29% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 645,519 64% |
| % High Net Worth | 45.74% -12% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Number of Employees 4 -33%
of those in investment advisory functions 4 -20%
- 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
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management