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Adviser Profile

AUM* 392,952,016 91%
of that, discretionary 382,682,836 86%
Number of Employees 35 59%
of those in investment advisory functions 9 80%
Private Fund GAV* 0
Avg Account Size 169,084 35%
% High Net Worth 3.42% 189%
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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

383M 328M 273M 219M 164M 109M 55M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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