| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 10/11/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 21 |
| of those in investment advisory functions | 21 |
| AUM* | 1,347,928,530 |
| of that, discretionary | 1,311,233,938 |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 415,642 |
| % High Net Worth | 21.96% |
| SMA’s | Yes |
| Private Funds | 0 10 |
| Contact Info | 801 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A508 | Stock NameSPDR SER TR | $ Position$1,162,027 | % Position17.00% | $ Change9886.00% | # Change-91.00% |
| Stck Ticker78464A409 | Stock NameSPDR SER TR | $ Position$1,019,554 | % Position15.00% | $ Change10341.00% | # Change-90.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$830,313 | % Position12.00% | $ Change6536.00% | # Change-93.00% |
| Stck Ticker78463X889 | Stock NameSPDR INDEX SHS FDS | $ Position$759,520 | % Position11.00% | $ Change18096.00% | # Change-84.00% |
| Stck Ticker46138E727 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$627,547 | % Position9.00% | $ Change13507.00% | # Change-88.00% |
| Stck Ticker78464A821 | Stock NameSPDR SER TR | $ Position$379,310 | % Position5.00% | $ Change11233.00% | # Change-90.00% |
| Stck Ticker78464A839 | Stock NameSPDR SER TR | $ Position$383,479 | % Position5.00% | $ Change12051.00% | # Change-89.00% |
| Stck Ticker464288521 | Stock NameISHARES TR | $ Position$273,501 | % Position4.00% | $ Change9820.00% | # Change-90.00% |
| Stck Ticker37954Y657 | Stock NameGLOBAL X FDS | $ Position$291,639 | % Position4.00% | $ Change9223.00% | # Change-90.00% |
| Stck Ticker302635206 | Stock NameFS KKR CAP CORP | $ Position$280,964 | % Position4.00% | $ Change2507.00% | # Change-97.00% |