| As of Date | 02/04/2024 |
| Registration status | Terminated |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 602 xxxxxxx |
| AUM* | 20,235,000 32% |
| of that, discretionary | 20,235,000 32% |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,117,500 -34% |
| SMA’s | No |
| Private Funds | 0 2 |
Number of Employees 1
of those in investment advisory functions 1
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees