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Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 04/17/2014
Contact Info +17 xxxxxxx
Websites
AUM* 1,899,430 -31%
of that, discretionary 1,899,430 -31%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 211,048 15%
% High Net Worth < 0.01% -100%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than 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
- Performance-based fees

Reported AUM

5M 4M 4M 3M 2M 1M 725K
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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