Adviser Profile

As of Date 04/07/2026
Registration SEC, Approved, 03/28/2022
Other registrations (1)
ADV Location CORAL GABLES, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 181,543,478 -2%
of that, discretionary 181,543,478 1512%
Number of Employees 21 75%
of those in investment advisory functions 11 38%
Private Fund GAV* 0
Avg Account Size 151,792 -16%
% High Net Worth 12.12% -6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

276M 236M 197M 158M 118M 79M 39M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary