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Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 06/18/2018
Contact Info 212 xxxxxxx
Websites
AUM* 154,819,622 31%
of that, discretionary 74,520,403 94%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 973,708 7%
% High Net Worth 26.42% 472%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

106M 91M 75M 60M 45M 30M 15M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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