| AUM* | 639,314,564 -9% |
| of that, discretionary | -100% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 51,991,894 |
| Avg Account Size | 159,828,641 1742% |
| SMA’s | Yes |
| Private Funds | 3 |
- Pension and profit sharing plans
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |