Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 11/22/2021
ADV Location MANHATTAN BEACH, CA, United States
Contact Info (31 xxxxxxx
Websites
AUM* 280,311,416 20%
of that, discretionary 280,311,416 20%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 604,119 -6%
% High Net Worth 46.43% 37%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

280M 240M 200M 160M 120M 80M 40M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary