Adviser Profile

As of Date 12/19/2025
Registration status Terminated
ADV Location NORTH PALM BEACH, FL, United States
Contact Info 561 xxxxxxx
AUM* 276,417,743
of that, discretionary 9,060,924
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 39,488,249
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

736M 631M 526M 421M 315M 210M 105M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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