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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
Number of Employees 13 8.33%
of those in investment advisory functions 5
Registration SEC, Approved, 09/02/2008
AUM* 1,875,506,746 59.56%
of that, discretionary 1,742,202,565 62.96%
Private Fund GAV* 0 -100.00%
Avg Account Size 1,051,293 35.23%
% High Net Worth 60.34% 2.09%
SMA’s Yes
Private Funds 0 1
Contact Info 609 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
- Pension consulting services

Compensation Arrangments

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

Reported AUM

1B 1B 853M 682M 512M 341M 171M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary