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| Keyboard |
| Investment Management Consultants
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|---|---|
| CRD # | 122718 |
| SEC # | 801-122373 |
| CIK # | |
| AUM | 440.3 M (2026-04-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 702-869-0330 |
| Address | 7390 W Sahara Avenue Las Vegas, NV 89117 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 38.5 |
| (b) Individuals (high net worth individuals) | 33 | 103.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 295.7 |
| Total | 437 | 440.3 |
| By Discretionary | ||
| Discretionary | 432 | 141.6 |
| Non-Discretionary | 5 | 298.6 |
| Total | 437 | 440.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 440.3 | |
| Total | 437 | 440.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bishop & Company Investment Management LLC
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|
PA | 440.8 M |
|
Sage Private Wealth Group LLC
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|
IL | 440.8 M |
|
AG Asset Advisory LLC
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|
CA | 440.5 M |
|
Tower Wealth Partners Inc
✚
|
PA | 440.4 M |
|
Burford Brothers Inc
✚
|
TX | 440.2 M |
|
Vantus Wealth LLC
✚
|
PA | 439.8 M |
|
The Moorings Group LLC
✚
|
439.6 M | |
|
Biltmore Wealth Management LLC
✚
|
AZ | 439.6 M |
|
Branson Fowlkes & Co Inc
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|
TX | 439.4 M |
|
Osterweis Capital Management Inc
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|
CA | 439.4 M |