221 West Hallandale Beach Blvd., #245, Hallandale Beach, FL 33009
Phone
(305) 280-0614
Listed under
Flat / fixed fees
CRD number
284115
Registration
State registered: FL
Compensation (Form ADV 5.E)
Fixed fees; Other (% Assets Under Consultation)
Commissions
None reported (Form ADV Item 5.E)
Clients reported (Form ADV 5.D)
18
Individual / high-net-worth clients
0 / 18
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-27
State registered (FL) investment adviser, CRD 284115, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.
Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.