Adviser Profile

As of Date 02/04/2024
Registration status Terminated
Contact Info 423 xxxxxxx
Websites
AUM* 405,800 -61%
of that, discretionary 405,800 -61%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 202,900 -22%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1M 896K 746K 597K 448K 299K 149K
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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