other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/29/2025
Adviser Type - Related adviser
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 01/12/2024
AUM* 2,204,223
of that, discretionary 2,204,223
Private Fund GAV* 0
Avg Account Size 220,422
SMA’s No
Private Funds 0
Contact Info 913 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary