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Adviser Profile

As of Date 03/14/2025
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3
Registration SEC, Approved, 06/15/1978
AUM* 362,392,748 35.46%
of that, discretionary 362,392,748 35.46%
Private Fund GAV* 0 -100.00%
Avg Account Size 3,045,317 33.19%
% High Net Worth 74.24% -10.61%
SMA’s Yes
Private Funds 0 1
Contact Info 201 xxxxxxx
Websites

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
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

369M 316M 263M 211M 158M 105M 53M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary