Adviser Profile

AUM* 475,256,096 115%
of that, discretionary 388,563,927 79%
Number of Employees 5 25%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 98,806 68%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

389M 333M 278M 222M 167M 111M 56M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary