Adviser Profile

As of Date 06/17/2026
Registration SEC, Approved, 06/01/2021
Other registrations (1)
ADV Location ORLANDO, FL, United States
Contact Info 407 xxxxxxx
Websites
AUM* 258,240,524 58%
of that, discretionary 258,240,524 58%
Number of Employees 3 -25%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 436,217 32%
% High Net Worth 59.39% 12%
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

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

258M 221M 185M 148M 111M 74M 37M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary