Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 11/29/2013
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
Websites
AUM* 65,805,352 12%
of that, discretionary 65,805,352 12%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 32,902,676 12%
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

98M 84M 70M 56M 42M 28M 14M
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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