Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 07/22/1999
ADV Location EL CAJON, CA, United States
Contact Info 619 xxxxxxx
AUM* 11,899,753 60%
of that, discretionary 11,899,753 60%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 11,899,753 60%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

12M 10M 8M 7M 5M 3M 2M
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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