| As of Date | 11/14/2025 |
| Registration | SEC, Approved, 07/01/2014 |
| ADV Location | WALNUT CREEK, CA, United States |
| Contact Info | 510 xxxxxxx |
| Websites |
| AUM* | 415,986,438 59% |
| of that, discretionary | 415,986,438 59% |
| Private Fund GAV* | 0 |
| Avg Account Size | 34,665,537 86% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 13
of those in investment advisory functions 6
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds