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Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 09/29/2016
Other registrations (8)
Contact Info 212 xxxxxxx
Websites
AUM* 106,971,740 35%
of that, discretionary 102,372,514 30%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 914,288 25%
% High Net Worth 68.18% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

102M 88M 73M 58M 44M 29M 15M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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