Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 05/28/2021
Other registrations (1)
Contact Info 206 xxxxxxx
Websites
AUM* 160,927,748 22%
of that, discretionary 160,927,748 22%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 792,748 11%
% High Net Worth 75.37% 8%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

161M 138M 115M 92M 69M 46M 23M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary