Adviser Profile

As of Date 07/10/2026
Registration SEC, Approved, 12/12/2019
ADV Location GREENSBORO, NC, United States
Contact Info 800 xxxxxxx
Websites
AUM* 340,457,862 56%
of that, discretionary 340,457,862 56%
Number of Employees 9 -10%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 170,228,931 56%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

340M 292M 243M 195M 146M 97M 49M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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