Adviser Profile

AUM* 173,896,900 10%
of that, discretionary 164,870,151 10%
Number of Employees 7 40%
of those in investment advisory functions 7 133%
Private Fund GAV* 0
Avg Account Size 323,830 8%
% High Net Worth 51.55% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

179M 153M 128M 102M 77M 51M 26M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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