Adviser Profile

As of Date 03/02/2024
Registration status Terminated
Contact Info 844 xxxxxxx
Websites
AUM* 106,253
of that, discretionary 106,253 100%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 35,418
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

106K 91K 76K 61K 46K 30K 15K
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary