| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 09/11/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 27 22.73% |
| of those in investment advisory functions | 13 8.33% |
| AUM* | 2,332,212,807 29.98% |
| of that, discretionary | 2,320,940,879 30.05% |
| Private Fund GAV* | 0 |
| Avg Account Size | 942,689 15.53% |
| % High Net Worth | 82.25% 29.74% |
| SMA’s | Yes |
| Private Funds | 0 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)