| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/25/2025 |
| Adviser Type
- Large advisory firm - Multi-state adviser |
|
| Number of Employees | 22 4.76% |
| of those in investment advisory functions | 16 -20.00% |
| AUM* | 714,659,160 23.90% |
| of that, discretionary | 702,659,160 35.28% |
| Private Fund GAV* | 2,300,000 |
| Avg Account Size | 294,341 21.10% |
| High Net Worth | 24.80% 58.70% |
| SMA’s | Yes |
| Private Funds | 1 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$2,300,000 |