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Adviser Profile

As of Date 07/23/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 5
of those in investment advisory functions 4
Registration Maryland, Terminated, 06/01/2022
Other registrations (3)
AUM* 90,233,813 113.28%
of that, discretionary 90,233,813 113.28%
Private Fund GAV* 0 -100.00%
Avg Account Size 521,583 97.25%
% High Net Worth 13.18% 96.36%
SMA’s No
Private Funds 0 2
Contact Info 301 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
42M 36M 30M 24M 18M 12M 6M
2022

Private Funds



Employees

Brochure Summary