Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 04/21/2015
Other registrations (2)
Contact Info 281 xxxxxxx
Websites
AUM* 136,814,087 18%
of that, discretionary 136,814,087 18%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,149,698 26%
% High Net Worth 38.46% 7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

137M 117M 98M 78M 59M 39M 20M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary