Adviser Profile

AUM* 2,600,000 -73%
of that, discretionary 2,600,000 -73%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 74,286 -99%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

50M 43M 36M 29M 21M 14M 7M
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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