Adviser Profile

As of Date 01/11/2025
Registration status Terminated
ADV Location SAN DIEGO, CA, United States
Contact Info 619 xxxxxxx
Websites
AUM* 152,680,494 16%
of that, discretionary 152,680,494 16%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 238,563 9%
% High Net Worth 24.33% -46%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

153M 131M 109M 87M 65M 44M 22M
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary