Adviser Profile

As of Date 05/06/2026
Registration status Terminated
ADV Location LARKSPUR, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 624,598,038 46%
of that, discretionary 624,598,038 46%
Number of Employees 7
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 609,959 26%
% High Net Worth 48.94% 8%
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

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

Compensation Arrangments

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

Reported AUM

625M 535M 446M 357M 268M 178M 89M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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