Adviser Profile

AUM* 211,075,762 16%
of that, discretionary 211,075,762 16%
Number of Employees 5 25%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 275,197 10%
% High Net Worth 13.54% 29%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

211M 181M 151M 121M 90M 60M 30M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary