| As of Date | 03/31/2025 |
| ADV Location | HIGHLAND, UT, United States |
| Adviser Type | |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Registration | New Mexico, Approved, 03/28/2024 |
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| Former registrations | |
| AUM* | 71,429,768 2% |
| of that, discretionary | 71,429,768 2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 267,527 26% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 303 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds