Adviser Profile

AUM* 214,800,000 4%
of that, discretionary 198,300,000 4%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,008,451 7%
% High Net Worth 78.69% 20%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

198M 170M 142M 113M 85M 57M 28M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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