| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/08/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 11 |
| of those in investment advisory functions | 6 |
| Registration | SEC, Approved, 10/08/2024 |
| AUM* | 1,642,380,559 |
| of that, discretionary | 212,902,987 |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,831,098 |
| % High Net Worth | 71.32% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (94 xxxxxxx |
| Websites |
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds