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Adviser Profile

AUM* 1,537,238,398 48%
of that, discretionary 1,537,238,398 48%
Number of Employees 23 -4%
of those in investment advisory functions 23 -4%
Private Fund GAV* 0
Avg Account Size 232,915 9%
% High Net Worth 33.09% 6%
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
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

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

Reported AUM

2B 1B 1B 878M 659M 439M 220M
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