| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 04/18/2022 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| AUM* | 151,673,836 |
| of that, discretionary | 79,348,610 |
| Private Fund GAV* | 0 |
| Avg Account Size | 50,557,945 |
| % High Net Worth | 14.29% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 929 xxxxxxx |
| Websites |
- High net worth individuals
- Pooled investment vehicles
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees