Adviser Profile

As of Date 12/11/2024
Registration status Terminated
ADV Location CHEVY CHASE, MD, United States
Contact Info 301 xxxxxxx
Websites
AUM* 95,392,848 12%
of that, discretionary 95,392,848 12%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,563,817 23%
% High Net Worth 40.98% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

175M 150M 125M 100M 75M 50M 25M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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