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Adviser Profile

As of Date 04/11/2025
Adviser Type - Large advisory firm
Number of Employees 12 9.09%
of those in investment advisory functions 8 33.33%
Registration California, Terminated, 08/12/2008
Other registrations (2)
AUM* 702,728,996 62.16%
of that, discretionary 673,164,120 62.76%
Private Fund GAV* 3,266,590 0.24%
Avg Account Size 407,852 30.63%
% High Net Worth 46.87% 17.65%
SMA’s Yes
Private Funds 1
Contact Info 616 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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
- Pension consulting services

Compensation Arrangments

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

Reported AUM

416M 356M 297M 238M 178M 119M 59M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$3,266,590

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Brochure Summary