Adviser Profile

As of Date 03/29/2025
Registration status Terminated
ADV Location AUSTIN, TX, United States
Contact Info 855 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions
Private Fund GAV* 0
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3M 3M 2M 2M 1M 947K 473K
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary