Adviser Profile

As of Date 01/22/2026
Registration SEC, Approved, 12/03/2018
Contact Info 603 xxxxxxx
AUM* 117,512,767 -24%
of that, discretionary 117,512,767 -24%
Number of Employees 1 -50%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 8,393,769 62%
% High Net Worth 85.71% 17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

157M 135M 112M 90M 67M 45M 22M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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