Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/28/2021
Contact Info 415 xxxxxxx
Websites
AUM* 52,050 -89%
of that, discretionary 52,050 -90%
Number of Employees 2 -50%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 52,050 -5%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

496K 425K 354K 283K 212K 142K 71K
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary