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Investment Adviser · Boutique (under $100M)
CRD 332719
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ADV data as of Jan 09, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 5
AUM over time
$0
$0
Nov 25, 2025
Jan 9, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 | $0 | — |
| High net worth individuals | Fewer than 5 | $0 | — |
| Banking or thrift institutions | Fewer than 5 | $0 | — |
| Pension and profit sharing plans | Fewer than 5 | $0 | — |
| Charitable organizations | Fewer than 5 | $0 | — |
| State or municipal government entities | Fewer than 5 | $0 | — |
| Other investment advisers | Fewer than 5 | $0 | — |
| Insurance companies | Fewer than 5 | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | — |
| Corporations and other businesses | Fewer than 5 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PLATFORM SUBSCRIPTION FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
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: Jan 09, 2026.