| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 06/30/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 14 |
| of those in investment advisory functions | 13 |
| AUM* | 659,329,663 |
| of that, discretionary | 626,676,865 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,281,418 |
| % High Net Worth | 10.55% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$129,539 | % Position51.41% | $ Change5.95% | # Change-2.36% |
| Stck Ticker464287440 | Stock NameISHARES TR | $ Position$21,092 | % Position8.37% | $ Change3.37% | # Change3.41% |
| Stck Ticker464287499 | Stock NameISHARES TR | $ Position$17,394 | % Position6.90% | $ Change2.08% | # Change-4.65% |
| Stck Ticker46434V803 | Stock NameISHARES TR | $ Position$16,550 | % Position6.57% | $ Change1.36% | # Change1.56% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$9,658 | % Position3.83% | $ Change9.76% | # Change6.20% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$8,970 | % Position3.56% | $ Change37.16% | # Change332.04% |
| Stck Ticker83088V102 | Stock NameSLACK TECHNOLOGIES INC | $ Position$5,936 | % Position2.36% | $ Change-17.35% | # Change-4.33% |
| Stck Ticker922908652 | Stock NameVANGUARD INDEX FDS | $ Position$4,581 | % Position1.82% | $ Change18.53% | # Change8.15% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,449 | % Position1.77% | $ Change31.55% | # Change15.25% |
| Stck Ticker921946406 | Stock NameVANGUARD WHITEHALL FDS | $ Position$2,784 | % Position1.10% | $ Change2.73% | # Change0.00% |