← Directory
INVESTMENT MANAGEMENT CONSULTANTS
CRD 122718File 801-122373
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$440.3M
Below cohort median (national)
Discretionary AUM
$141.6M
Non-discretionary $298.6M
Clients
181
437 accounts
Employees
2
Above cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 24, 2021
- Principal office
- 7390 W. SAHARA AVENUE, SUITE 290, LAS VEGAS, NV, 89117
- Phone
- 702-869-0330
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $440.3M
- Discretionary AUM
- $141.6M
- Non-discretionary AUM
- $298.6M
- Discretionary accounts
- 432
- Non-discretionary accounts
- 5
- Total accounts
- 437
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 33 | $103.1M |
| Pension and profit sharing plans | Fewer than 5 | $2.9M |
| Individuals (other than high net worth individuals) | 147 | $38.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 185 | 181 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.