Adviser Profile

AUM* 538,727,785 27%
of that, discretionary 538,727,785 27%
Number of Employees 8 -11%
of those in investment advisory functions 8 -11%
Private Fund GAV* 0
Avg Account Size 152,528 17%
% High Net Worth 11.37% 95%
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
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

539M 462M 385M 308M 231M 154M 77M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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