AUMdb
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Investment Adviser CRD 167104 ·
☆ Save with Pro ADV data as of May 11, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
3

AUM over time

$0 $18.6M
Apr 16, 2013 Apr 1, 2024

Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • THE FIRM SERVES NO CLIENTS AT THIS TIME.

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.