Adviser Profile

As of Date 01/04/2024
Registration status Terminated
Contact Info 408 xxxxxxx
AUM* 198,765,767 -13%
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 15,289,674
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

228M 195M 163M 130M 98M 65M 33M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary