INVESTMENT MANAGEMENT CONSULTANTS
CRD #122718 SEC #801-122373 LAS VEGAS, NV 702-869-0330
SEC Registered
Total AUM
$381.6M
Discretionary
$126.4M
Employees
2
Clients
0
Accounts
409
Firm Details
- Organization Type
- Corporation
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | C | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | C | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | C | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | C | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | C | Control |
| DAVIES, BRADLEY, WINSTON | I | PRESIDENT | C | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, GARY, NORRIS | I | CFO / CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, GARY, NORRIS | I | CFO | C | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (1)
NV
Address
7390 W. SAHARA AVENUESUITE 290
LAS VEGAS, NV 89117
United States
Phone: 702-869-0330