Adviser Profile

As of Date 10/13/2023
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 27,599 7%
of that, discretionary 27,599 7%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 9,200 7%
% High Net Worth 33.33%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

52K 44K 37K 29K 22K 15K 7K
2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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