Adviser Profile

As of Date 01/14/2026
Registration SEC, Approved, 07/11/2014
ADV Location ADDISON, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 169,876,000 82%
of that, discretionary 169,876,000 82%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 6,291,704 42%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

170M 146M 121M 97M 73M 49M 24M
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