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Adviser Profile

As of Date 03/03/2025
Adviser Type - Large advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 2
Registration SEC, Approved, 09/26/2017
AUM* 212,813,314 -20.81%
of that, discretionary 212,813,314 -20.81%
Private Fund GAV* 0 -100.00%
Avg Account Size 15,200,951 -83.03%
% High Net Worth 28.57% -14.29%
SMA’s Yes
Private Funds 0 1
Contact Info 612 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

269M 230M 192M 154M 115M 77M 38M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary