Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 03/23/2022
Contact Info 651 xxxxxxx
Websites
AUM* 132,117,753 31%
of that, discretionary 132,117,753 31%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,420,621 36%
% High Net Worth 72.34% 9%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

132M 113M 94M 75M 57M 38M 19M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary