Adviser Profile

As of Date 04/24/2026
Registration status Terminated
ADV Location NORFOLK, VA, United States
Contact Info 757 xxxxxxx
Websites
AUM* 132,666,694 10%
of that, discretionary 132,666,694 10%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,143,678 7%
% High Net Worth 39.66% 2%
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

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

133M 114M 95M 76M 57M 38M 19M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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