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Adviser Profile

As of Date 10/08/2024
Adviser Type - Large advisory firm
Number of Employees 10 -9.09%
of those in investment advisory functions 10 -9.09%
Registration California, Terminated, 07/27/2016
Other registrations (1)
AUM* 405,417,977 -10.37%
of that, discretionary 375,343,991 -12.78%
Private Fund GAV* 800,000
Avg Account Size 653,900 -18.90%
% High Net Worth 36.46% -8.64%
SMA’s Yes
Private Funds 1 1
Contact Info 805 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

430M 369M 307M 246M 184M 123M 61M
2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$800,000

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Brochure Summary