Adviser Profile

As of Date 03/22/2024
Registration SEC, Approved, 03/15/1996
Contact Info 615 xxxxxxx
Websites
AUM* 19,613,607
of that, discretionary 13,986,214 -39%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 338,166 -17%
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

100M 86M 72M 57M 43M 29M 14M
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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