Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 06/15/2020
ADV Location MENLO PARK, CA, United States
Contact Info 650 xxxxxxx
Websites
AUM* 445,994,091 46%
of that, discretionary 445,994,091 46%
Number of Employees 6
of those in investment advisory functions 4 -33%
Private Fund GAV* 0
Avg Account Size 991,098 19%
% High Net Worth 84.00% 0%
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
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

446M 382M 319M 255M 191M 127M 64M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker46641Q837 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$32,263,720 % Position8.00% $ Change10.00% # Change9.00%
Stck Ticker46641Q274 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$27,782,743 % Position7.00% $ Change18.00% # Change18.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$23,459,632 % Position6.00% $ Change-2.00% # Change5.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$19,316,958 % Position5.00% $ Change-7.00% # Change1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$11,537,534 % Position3.00% $ Change0.00% # Change10.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$12,554,728 % Position3.00% $ Change-22.00% # Change2.00%
Stck Ticker922908751 Stock NameVANGUARD INDEX FDS $ Position$13,413,950 % Position3.00% $ Change6.00% # Change4.00%
Stck Ticker922042858 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$10,793,553 % Position3.00% $ Change12.00% # Change11.00%
Stck Ticker808524805 Stock NameSCHWAB STRATEGIC TR $ Position$11,844,280 % Position3.00% $ Change11.00% # Change8.00%
Stck Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$9,096,092 % Position2.00% $ Change1.00% # Change-1.00%

Brochure Summary