Adviser Profile

As of Date 02/23/2026
Registration SEC, Approved, 08/03/2022
Other registrations (4)
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
AUM* 238,461,764 30%
of that, discretionary 238,461,764 30%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,458,369 26%
% High Net Worth 87.50% 0%
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
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

238M 204M 170M 136M 102M 68M 34M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary