Adviser Profile
| As of Date | 03/23/2026 |
| Registration | Florida, Approved, 06/17/2025 |
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| Former registrations | |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 66,043,686 -5% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,001,324 10% |
| % High Net Worth | 78.79% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- 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