Adviser Profile
| As of Date | 04/08/2026 |
| Registration | Maryland, Approved, 06/15/2018 |
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| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 96,450,000 31% |
| of that, discretionary | 96,450,000 31% |
| Number of Employees | 2 -50% |
| of those in investment advisory functions | 1 -75% |
| Private Fund GAV* | 0 |
| Avg Account Size | 243,561 30% |
| % High Net Worth | 11.61% 18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds