Adviser Profile

AUM* 829,950,586 6%
of that, discretionary 607,815,924 19%
Number of Employees 11 -8%
of those in investment advisory functions 11 -8%
Private Fund GAV* 0
Avg Account Size 253,111 23%
% High Net Worth 27.83% -16%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

608M 521M 434M 347M 260M 174M 87M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary