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Adviser Profile

As of Date 05/14/2025
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 07/18/2000
AUM* 521,966,834 33.28%
of that, discretionary 268,247,108 -31.51%
Private Fund GAV* 0
Avg Account Size 9,666,052 -90.13%
% High Net Worth 7.41%
SMA’s Yes
Private Funds 0
Contact Info 866 xxxxxxx
Websites

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

9B 8B 6B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary