Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 02/03/2003
ADV Location TAMPA, FL, United States
Contact Info 813 xxxxxxx
AUM* 249,200,000 9%
of that, discretionary 119,200,000 -10%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 7,551,515 59%
% High Net Worth 28.57% 43%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

212M 182M 152M 121M 91M 61M 30M
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