Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 04/01/1988
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 303,336,000 24%
of that, discretionary 303,336,000 24%
Number of Employees 3 50%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 1,144,664 23%
% High Net Worth 38.11% 76%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

303M 260M 217M 173M 130M 87M 43M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary