| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 09/21/2021 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 125 13.64% |
| of those in investment advisory functions | 67 13.56% |
| AUM* | 8,929,223,000 27.83% |
| of that, discretionary | 7,818,765,000 21.38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 819,721 2.82% |
| % High Net Worth | 66.15% 11.12% |
| SMA’s | Yes |
| Private Funds | 0 13 |
| Contact Info | 404 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)