| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/28/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 23 |
| of those in investment advisory functions | 19 18.75% |
| AUM* | 1,511,189,461 47.70% |
| of that, discretionary | 1,321,253,112 50.84% |
| Private Fund GAV* | 6,951,818 |
| Avg Account Size | 376,949 42.36% |
| High Net Worth | 58.99% 904.38% |
| SMA’s | Yes |
| Private Funds | 1 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count1 | GAV$6,951,818 |