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Adviser Profile

As of Date 04/11/2025
Adviser Type - Large advisory firm
Number of Employees 95
of those in investment advisory functions 41 5.13%
Registration SEC, Approved, 09/29/2000
AUM* 2,260,511,216 16.64%
of that, discretionary 1,604,902,899 12.95%
Private Fund GAV* 0 -100.00%
Avg Account Size 861,475 14.11%
% High Net Worth 5.42% 18.47%
SMA’s Yes
Private Funds 0 1
Contact Info 787 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 988M 659M 329M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary