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Adviser Profile

As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 24 20.00%
of those in investment advisory functions 15 50.00%
Registration SEC, Approved, 01/25/2001
AUM* 2,065,363,526 44.49%
of that, discretionary 1,770,229,879 27.96%
Private Fund GAV* 0 -100.00%
Avg Account Size 4,589,697 374.25%
% High Net Worth 79.60% 5.76%
SMA’s Yes
Private Funds 0 2
Contact Info 512 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

2B 1B 1B 904M 678M 452M 226M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary