Active
INVESTMENT MANAGEMENT CONSULTANTS
Investment Advice|LAS VEGAS, NV
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Assets Under Management
$381.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 126.4M |
| Non-Discretionary | 255.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 122718 |
| SEC Number | 801-122373 |
| Street Address | 7390 W. SAHARA AVENUE |
| Street Address 2 | SUITE 290 |
| Location | LAS VEGAS, NV 89117 |
| Country | United States |
| Phone | 702-869-0330 |
| Fax | 702-869-3332 |
| Total Employees | 2 |
Client Count by Type (171 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 135 |
| High Net Worth Individual… | 31 |
| Other | 4 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
CITY OF BOULDER
CITY OF HENDERSON REDEVELOPMENT AGENCY
CITY OF LAS VEGAS
CITY OF MESQUITE
CITY OF NORTH LAS VEGAS
COUNTY OF CLARK
CITY OF BOULDER
CITY OF HENDERSON REDEVELOPMENT AGENCY
CITY OF LAS VEGAS
CITY OF MESQUITE
CITY OF NORTH LAS VEGAS
COUNTY OF CLARK
CITY OF BOULDER
CITY OF HENDERSON REDEVELOPMENT AGENCY
CITY OF LAS VEGAS
CITY OF MESQUITE
CITY OF NORTH LAS VEGAS
COUNTY OF CLARK
Municipal Government
6 Active
6
Organizations
BIG BEND WATER DISTRICT
BOULDER CITY LIBRARY DISTRICT
CALIFORNIA-NEVADA SUPER SPEED GROUND TRANSPORTATION COMM
CLARK COUNTY WATER RECLAMATION DISTRICT
COYOTE SPRINGS WATER RESOURCES GENERAL IMPROVEMENT DISTRICT
HENDERSON DISTRICT PUBLIC LIBRARIES
LAS VEGAS-CLARK COUNTY LIBRARY DISTRICT
MOAPA VALLEY TELEVISION MAINTENANCE DISTRICT
MOAPA VALLEY WATER DISTRICT
OVERTON POWER DISTRICT 5
SNRHA
SNWA
SOUTHERN NEVADA CONSERVATION DISTRICT
SOUTHERN NEVADA HEALTH DIST
THE MOUNT CHARLESTON FIRE PROTECTION DISTRICT
VIRGIN VALLEY WATER DISTRICT
BIG BEND WATER DISTRICT
BOULDER CITY LIBRARY DISTRICT
CALIFORNIA-NEVADA SUPER SPEED GROUND TRANSPORTATION COMM
CLARK COUNTY WATER RECLAMATION DISTRICT
COYOTE SPRINGS WATER RESOURCES GENERAL IMPROVEMENT DISTRICT
HENDERSON DISTRICT PUBLIC LIBRARIES
LAS VEGAS-CLARK COUNTY LIBRARY DISTRICT
MOAPA VALLEY TELEVISION MAINTENANCE DISTRICT
MOAPA VALLEY WATER DISTRICT
OVERTON POWER DISTRICT 5
SNRHA
SNWA
SOUTHERN NEVADA CONSERVATION DISTRICT
SOUTHERN NEVADA HEALTH DIST
THE MOUNT CHARLESTON FIRE PROTECTION DISTRICT
VIRGIN VALLEY WATER DISTRICT
BIG BEND WATER DISTRICT
BOULDER CITY LIBRARY DISTRICT
CALIFORNIA-NEVADA SUPER SPEED GROUND TRANSPORTATION COMM
CLARK COUNTY WATER RECLAMATION DISTRICT
COYOTE SPRINGS WATER RESOURCES GENERAL IMPROVEMENT DISTRICT
HENDERSON DISTRICT PUBLIC LIBRARIES
LAS VEGAS-CLARK COUNTY LIBRARY DISTRICT
MOAPA VALLEY TELEVISION MAINTENANCE DISTRICT
MOAPA VALLEY WATER DISTRICT
OVERTON POWER DISTRICT 5
SNRHA
SNWA
SOUTHERN NEVADA CONSERVATION DISTRICT
SOUTHERN NEVADA HEALTH DIST
THE MOUNT CHARLESTON FIRE PROTECTION DISTRICT
VIRGIN VALLEY WATER DISTRICT
Special District
16 Active
16
Organizations
CENTENNIAL HIGH SCHOOL - NAVY - JROTC
CIMARRON-MEMORIAL HS
CLARK COUNTY DISTRICT ATTORNEY
CLARK COUNTY SCHOOL DISTRICT
CLARK HIGH SCHOOL - NAVY - JROTC
DORAL ACADEMY OF NEVADA
ELDORADO HIGH SCHOOL
FREEDOM CLASSICAL ACADEMY
GENTLEMEN BY CHOICE COMMUNITY DEVELOPMENT CORPORATION
INNOVATIONS INTERNATIONAL CHARTER SCHOOL OF NEVADA
MATER ACADEMY - BONANZA
NEVADA STATE HIGH SCHOOL
ODYSSEY CHARTER SCHOOL
PINECREST ACADEMY OF NEVADA
QUEST ACADEMY
RAINBOW DREAM ACADEMY CHARTER
SLAM ACADEMY OF NEVADA
SOMERSET ACADEMY OF LAS VEGAS
THE PUBLIC EDUCATION FOUNDATION
WESTERN YOUTH LEADERSHIP, ENGAGEMENT, AND EMPOWERMENT SCHOOL
CENTENNIAL HIGH SCHOOL - NAVY - JROTC
CIMARRON-MEMORIAL HS
CLARK COUNTY DISTRICT ATTORNEY
CLARK COUNTY SCHOOL DISTRICT
CLARK HIGH SCHOOL - NAVY - JROTC
DORAL ACADEMY OF NEVADA
ELDORADO HIGH SCHOOL
FREEDOM CLASSICAL ACADEMY
GENTLEMEN BY CHOICE COMMUNITY DEVELOPMENT CORPORATION
INNOVATIONS INTERNATIONAL CHARTER SCHOOL OF NEVADA
MATER ACADEMY - BONANZA
NEVADA STATE HIGH SCHOOL
ODYSSEY CHARTER SCHOOL
PINECREST ACADEMY OF NEVADA
QUEST ACADEMY
RAINBOW DREAM ACADEMY CHARTER
SLAM ACADEMY OF NEVADA
SOMERSET ACADEMY OF LAS VEGAS
THE PUBLIC EDUCATION FOUNDATION
WESTERN YOUTH LEADERSHIP, ENGAGEMENT, AND EMPOWERMENT SCHOOL
CENTENNIAL HIGH SCHOOL - NAVY - JROTC
CIMARRON-MEMORIAL HS
CLARK COUNTY DISTRICT ATTORNEY
CLARK COUNTY SCHOOL DISTRICT
CLARK HIGH SCHOOL - NAVY - JROTC
DORAL ACADEMY OF NEVADA
ELDORADO HIGH SCHOOL
FREEDOM CLASSICAL ACADEMY
GENTLEMEN BY CHOICE COMMUNITY DEVELOPMENT CORPORATION
INNOVATIONS INTERNATIONAL CHARTER SCHOOL OF NEVADA
MATER ACADEMY - BONANZA
NEVADA STATE HIGH SCHOOL
ODYSSEY CHARTER SCHOOL
PINECREST ACADEMY OF NEVADA
QUEST ACADEMY
RAINBOW DREAM ACADEMY CHARTER
SLAM ACADEMY OF NEVADA
SOMERSET ACADEMY OF LAS VEGAS
THE PUBLIC EDUCATION FOUNDATION
WESTERN YOUTH LEADERSHIP, ENGAGEMENT, AND EMPOWERMENT SCHOOL
School District
20 Active
20
Organizations
002 FUND
10000 KIDS INC
1000 BOOKS FOUNDATION
100 ACADEMY PANTHER FOUNDATION
100 ACADEMY SCH-ENGRNG-TECH
100 WAYS
100 WOMEN WHO CARE SOUTHERN NEVADA
101 Suns Project
10th Security Police Association
111 TARA PLACE INC
1150 FOUNDATION
1-26 ASSOCIATION
1-26 ASSOCIATION INC
1-26 FOUNDATION INC
15 AND THE MAHOMIES FOUNDATION
15 ANGELS
18B THE LAS VEGAS ARTS DISTRICT FUND
18B THE LAS VEGAS ARTS DISTRICT NEIGHBORHOOD ASSOCIATION
1992 TIPGOOMOOGUS MEMORIAL TRUST
19TH SPECIAL FORCES GROUP ASSOCIATION INC
002 FUND
10000 KIDS INC
1000 BOOKS FOUNDATION
100 ACADEMY PANTHER FOUNDATION
100 ACADEMY SCH-ENGRNG-TECH
100 WAYS
100 WOMEN WHO CARE SOUTHERN NEVADA
101 Suns Project
10th Security Police Association
111 TARA PLACE INC
1150 FOUNDATION
1-26 ASSOCIATION
1-26 ASSOCIATION INC
1-26 FOUNDATION INC
15 AND THE MAHOMIES FOUNDATION
15 ANGELS
18B THE LAS VEGAS ARTS DISTRICT FUND
18B THE LAS VEGAS ARTS DISTRICT NEIGHBORHOOD ASSOCIATION
1992 TIPGOOMOOGUS MEMORIAL TRUST
19TH SPECIAL FORCES GROUP ASSOCIATION INC
002 FUND
10000 KIDS INC
1000 BOOKS FOUNDATION
100 ACADEMY PANTHER FOUNDATION
100 ACADEMY SCH-ENGRNG-TECH
100 WAYS
100 WOMEN WHO CARE SOUTHERN NEVADA
101 Suns Project
10th Security Police Association
111 TARA PLACE INC
1150 FOUNDATION
1-26 ASSOCIATION
1-26 ASSOCIATION INC
1-26 FOUNDATION INC
15 AND THE MAHOMIES FOUNDATION
15 ANGELS
18B THE LAS VEGAS ARTS DISTRICT FUND
18B THE LAS VEGAS ARTS DISTRICT NEIGHBORHOOD ASSOCIATION
1992 TIPGOOMOOGUS MEMORIAL TRUST
19TH SPECIAL FORCES GROUP ASSOCIATION INC
Nonprofit Organization
12090 Active
12090
Organizations
Community Partners92 organizations
CITY OF LAS VEGAS
Municipal Government·LAS VEGAS
CLARK COUNTY WATER RECLAMATION DISTRICT
Special District·LAS VEGAS
COYOTE SPRINGS WATER RESOURCES GENERAL IMPROVEMENT DISTRICT
Special District·LAS VEGAS
LAS VEGAS-CLARK COUNTY LIBRARY DISTRICT
Special District·LAS VEGAS
MOAPA VALLEY WATER DISTRICT
Special District·OVERTON
SNRHA
Special District·LAS VEGAS
SNWA
Special District·LAS VEGAS
SOUTHERN NEVADA HEALTH DIST
Special District·LAS VEGAS
THE MOUNT CHARLESTON FIRE PROTECTION DISTRICT
Special District·LAS VEGAS
CENTENNIAL HIGH SCHOOL - NAVY - JROTC
School District·LAS VEGAS
CIMARRON-MEMORIAL HS
School District·LAS VEGAS
CLARK COUNTY DISTRICT ATTORNEY
School District·LAS VEGAS
CLARK HIGH SCHOOL - NAVY - JROTC
School District·LAS VEGAS
DORAL ACADEMY OF NEVADA
School District·LAS VEGAS
ELDORADO HIGH SCHOOL
School District·LAS VEGAS
FREEDOM CLASSICAL ACADEMY
School District·NORTH LAS VEGAS
GENTLEMEN BY CHOICE COMMUNITY DEVELOPMENT CORPORATION
School District·LAS VEGAS
INNOVATIONS INTERNATIONAL CHARTER SCHOOL OF NEVADA
School District·LAS VEGAS
MATER ACADEMY - BONANZA
School District·LAS VEGAS
NEVADA STATE HIGH SCHOOL
School District·LAS VEGAS
ODYSSEY CHARTER SCHOOL
School District·LAS VEGAS
PINECREST ACADEMY OF NEVADA
School District·HENDERSON
QUEST ACADEMY
School District·LAS VEGAS
RAINBOW DREAM ACADEMY CHARTER
School District·LAS VEGAS
SLAM ACADEMY OF NEVADA
School District·HENDERSON
SOMERSET ACADEMY OF LAS VEGAS
School District·LAS VEGAS
WESTERN YOUTH LEADERSHIP, ENGAGEMENT, AND EMPOWERMENT SCHOOL
School District·LAS VEGAS
002 FUND
Nonprofit Organization·LAS VEGAS
10000 KIDS INC
Nonprofit Organization·Henderson
1000 BOOKS FOUNDATION
Nonprofit Organization·Las Vegas
100 ACADEMY PANTHER FOUNDATION
Nonprofit Organization·North Las Vegas
100 ACADEMY SCH-ENGRNG-TECH
Nonprofit Organization·NORTH LAS VEGAS
100 WAYS
Nonprofit Organization·Las Vegas
100 WOMEN WHO CARE SOUTHERN NEVADA
Nonprofit Organization·Las Vegas
101 Suns Project
Nonprofit Organization·Las Vegas
10th Security Police Association
Nonprofit Organization·Las Vegas
111 TARA PLACE INC
Nonprofit Organization·LAS VEGAS
1150 FOUNDATION
Nonprofit Organization·LAS VEGAS
1-26 ASSOCIATION
Nonprofit Organization·Las Vegas
1-26 ASSOCIATION INC
Nonprofit Organization·LAS VEGAS
1-26 FOUNDATION INC
Nonprofit Organization·LAS VEGAS
15 AND THE MAHOMIES FOUNDATION
Nonprofit Organization·LAS VEGAS
15 ANGELS
Nonprofit Organization·LAS VEGAS
18B THE LAS VEGAS ARTS DISTRICT FUND
Nonprofit Organization·Las Vegas
18B THE LAS VEGAS ARTS DISTRICT NEIGHBORHOOD ASSOCIATION
Nonprofit Organization·Las Vegas
1992 TIPGOOMOOGUS MEMORIAL TRUST
Nonprofit Organization·LAS VEGAS
19TH SPECIAL FORCES GROUP ASSOCIATION INC
Nonprofit Organization·Las Vegas
1 Million Madly Motivated Moms
Nonprofit Organization·Las Vegas
1 NATION OUTREACH
Nonprofit Organization·LAS VEGAS
1 OHANA FARMS INC
Nonprofit Organization·LAS VEGAS
1 SAVIOR OF ALL CHRISTIAN MINISTRY
Nonprofit Organization·HENDERSON
2001 NEUMANN SCHOLARSHIP TRUST
Nonprofit Organization·LAS VEGAS
200 PERCENT SPORTS INC
Nonprofit Organization·HENDERSON
20 PEARLS FOUNDATION INC
Nonprofit Organization·LAS VEGAS
22 RS SNACKO
Nonprofit Organization·Las Vegas
24 8 Enlightenment Inc
Nonprofit Organization·Henderson
28676311 CREDIT ONE TOASTMASTERS
Nonprofit Organization·Las Vegas
2 ACT MINISTRIES
Nonprofit Organization·LAS VEGAS
2 ALL IS WELL CDC, INC COOPERATIVE
Nonprofit Organization·LAS VEGAS
2BOUNCEBACK
Nonprofit Organization·LAS VEGAS
2 CARE FOR ME OUTREACH
Nonprofit Organization·Las Vegas
2D CHANCE INC
Nonprofit Organization·Las Vegas
2D CHANCE INC.
Nonprofit Organization·LAS VEGAS
2DOGS FOUNDATION
Nonprofit Organization·Las Vegas
2 IMAGINE ME COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·Las Vegas
2MORROWNEEDSYOU
Nonprofit Organization·North Las Vegas
2NTENSE FOUNDATION
Nonprofit Organization·Las Vegas
2PO NON-PROFIT INC
Nonprofit Organization·Las Vegas
32ND STREET THEATER COMPANY
Nonprofit Organization·Las Vegas
333 LOVE
Nonprofit Organization·Las Vegas
360 TRANSITIONAL LIVING
Nonprofit Organization·Las Vegas
367 ST FRANCIS DE SALES
Nonprofit Organization·Las Vegas
3-Keys Charities Inc
Nonprofit Organization·Las Vegas
3MARIES INC
Nonprofit Organization·Las Vegas
3RD BASE
Nonprofit Organization·LAS VEGAS
444 MINISTRY INC
Nonprofit Organization·LAS VEGAS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Las Vegas