Adviser Profile
| As of Date | 06/05/2026 |
| Registration | SEC, Approved, 02/16/2021 |
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| Former registrations | |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 79,540,586 |
| of that, discretionary | 79,540,586 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,187,173 |
| % High Net Worth | 94.03% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds