Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/27/2022
Other registrations (1)
Contact Info 212 xxxxxxx
Websites
AUM* 865,575,192 3%
of that, discretionary 865,575,192 3%
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 12,365,360 20%
% High Net Worth 88.57% -7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

1B 1B 950M 760M 570M 380M 190M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary