Adviser Profile
| As of Date | 03/20/2026 |
| Registration | Florida, Approved, 09/30/2025 |
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| Former registrations | |
| ADV Location | PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 63,184,007 10% |
| of that, discretionary | 62,782,078 10% |
| Number of Employees | 7 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,344,341 22% |
| % High Net Worth | 78.72% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$46,399,918 | % Position5.00% | $ Change-10.00% | # Change-4.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$40,506,670 | % Position5.00% | $ Change-15.00% | # Change-1.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$22,841,670 | % Position3.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker464285204 | Stock NameISHARES GOLD TR | $ Position$23,985,163 | % Position3.00% | $ Change8.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$29,365,181 | % Position3.00% | $ Change-24.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$15,485,917 | % Position2.00% | $ Change-10.00% | # Change0.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$16,521,784 | % Position2.00% | $ Change13.00% | # Change1.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$18,038,111 | % Position2.00% | $ Change-14.00% | # Change0.00% |
| Stck Ticker872540109 | Stock NameTJX COS INC NEW | $ Position$13,333,992 | % Position2.00% | $ Change2.00% | # Change-2.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$19,562,099 | % Position2.00% | $ Change-8.00% | # Change-2.00% |