Adviser Profile

AUM* 129,418,311 5%
of that, discretionary 129,418,311 5%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 337,907 11%
% High Net Worth 21.79% 92%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

133M 114M 95M 76M 57M 38M 19M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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