Adviser Profile
| As of Date | 05/15/2025 |
| Registration status | Terminated |
| ADV Location | ALBUQUERQUE, NM, United States |
| Contact Info | 505 xxxxxxx |
| Websites |
| AUM* | 143,669,126 |
| of that, discretionary | 143,669,126 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 246,854 |
| % High Net Worth | 14.71% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds