| As of Date | 03/27/2025 |
| Registration | SEC, Approved, 11/21/2012 |
| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 915,719,124 -5% |
| of that, discretionary | 915,719,124 2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 915,719,124 2% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 60 -44%
of those in investment advisory functions 9 -83%
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds