Adviser Profile

As of Date 10/11/2024
Registration status Terminated
ADV Location PIKESVILLE, MD, United States
Contact Info 410 xxxxxxx
Websites
AUM* 6,795,000
of that, discretionary 6,795,000
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 755,000
% High Net Worth 88.89%
SMA’s Yes
Private Funds 0 1

Adviser Type

- Related adviser

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

165M 141M 118M 94M 71M 47M 24M
2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees

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