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Investment Adviser
CRD 304338
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ADV data as of Mar 27, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
AUM over time
$0
$5.0K
Aug 8, 2019
Feb 1, 2021
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2025
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
- • Other fees
- • INDEX LICENSING FEES
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Interactive Brokers $5.0K (100% of AUM) Feb 2021
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: Mar 27, 2025.