Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 12/04/2020
ADV Location HERMOSA BEACH, CA, United States
Contact Info 917 xxxxxxx
AUM* 851,400,000 3%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 851,400,000 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Financial planning services
- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

851M 730M 608M 487M 365M 243M 122M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary