Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 12/22/2022
Contact Info 415 xxxxxxx
Websites
AUM* 10,000,000 18%
of that, discretionary 10,000,000 18%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,428,571 18%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Performance-based fees

Reported AUM

10M 9M 7M 6M 4M 3M 1M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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