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Adviser Profile

Registration status Terminated
As of Date 03/13/2025
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 12
AUM* 996,340,694 16.71%
of that, discretionary 996,340,694 16.71%
Private Fund GAV* 0 -100.00%
Avg Account Size 1,395,435 10.33%
% High Net Worth 74.17% -1.11%
SMA’s Yes
Private Funds 0 1
Contact Info (42 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- 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
- Portfolio management for pooled investment vehicles
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 877M 731M 585M 438M 292M 146M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary