Adviser Profile

As of Date 08/17/2023
Registration status Terminated
ADV Location LOS ANGELES, CA, United States
Contact Info 424 xxxxxxx
Websites
AUM* 849,804
of that, discretionary 849,804 100%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 212,451
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

850K 728K 607K 486K 364K 243K 121K
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary