Adviser Profile

AUM* 10,647,764 -3%
of that, discretionary 10,647,764 -11%
Number of Employees 4
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 5,323,882 -56%
% High Net Worth 33.33% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- High net worth individuals
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

16M 13M 11M 9M 7M 4M 2M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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