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Investment Adviser
CRD 289308
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ADV data as of Apr 01, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
AUM over time
$0
$16.6K
Aug 18, 2017
Mar 29, 2024
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2025
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $15.2K (91% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2025.