Adviser Profile

As of Date 03/30/2023
Registration SEC, Approved, 04/08/2021
ADV Location NORTH MIAMI, FL, United States
Contact Info 503 xxxxxxx
Websites
AUM* 7,500 545%
of that, discretionary 7,500 545%
Number of Employees 4
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 163 -2%
% High Net Worth < 0.01% -100%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

8K 6K 5K 4K 3K 2K 1K
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary