Adviser Profile

As of Date 04/01/2024
Registration status Terminated
ADV Location JACKSON, MS, United States
Contact Info 769 xxxxxxx
AUM* 577,166,886 18%
of that, discretionary 577,166,886 18%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 19,902,306 22%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

697M 598M 498M 398M 299M 199M 100M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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