Adviser Profile

AUM* 111,945,919 21%
of that, discretionary 111,945,919 29%
Number of Employees 8 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 1,142,305 34%
% High Net Worth 56.45% 64%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

112M 96M 80M 64M 48M 32M 16M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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