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Adviser Profile

As of Date 05/09/2025
Adviser Type - Large advisory firm
Number of Employees 86 82.98%
of those in investment advisory functions 61 84.85%
Registration SEC, Approved, 11/17/2000
AUM* 3,861,357,894 446.75%
of that, discretionary 3,861,357,894 446.75%
Private Fund GAV* 0
Avg Account Size 385,596 127.24%
SMA’s Yes
Private Funds 0
Contact Info 410 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

918M 787M 656M 525M 393M 262M 131M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary