other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 04/09/2025
Adviser Type - Large advisory firm
Number of Employees 21 -19.23%
of those in investment advisory functions 10 11.11%
Registration SEC, Approved, 11/25/1992
AUM* 913,477,257 -17.50%
of that, discretionary 874,772,456 1901.36%
Private Fund GAV* 0 -100.00%
Avg Account Size 617,632 -7.23%
% High Net Worth 49.62% 84.09%
SMA’s Yes
Private Funds 0 13
Contact Info 858 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

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

Reported AUM

1B 912M 760M 608M 456M 304M 152M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary