Adviser Profile

As of Date 12/20/2023
Registration status Terminated
Contact Info 212 xxxxxxx
Websites
AUM* 28,844
of that, discretionary 0
Number of Employees 6
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

Reported AUM

29K 25K 21K 16K 12K 8K 4K
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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