Adviser Profile

AUM* 1,750,000 600%
of that, discretionary 1,750,000 600%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 134,615 492%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than 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

2M 2M 1M 1M 866K 577K 289K
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary