Adviser Profile

As of Date 04/02/2026
Registration SEC, Approved, 04/25/2018
Contact Info 831 xxxxxxx
Websites
AUM* 646,971,049 11%
of that, discretionary 646,971,049 11%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,080,293 9%
% High Net Worth 83.60% -2%
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

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

647M 555M 462M 370M 277M 185M 92M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary