Adviser Profile

As of Date 08/14/2024
Registration status Terminated
ADV Location ORANGE, VA, United States
Contact Info 540 xxxxxxx
AUM* 641,695,537 7%
of that, discretionary 641,695,537 7%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 774,995 7%
% High Net Worth 48.94% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

642M 550M 458M 367M 275M 183M 92M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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