| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 01/13/2025 |
| Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 18 |
| of those in investment advisory functions | 10 |
| AUM* | 357,623,337 29.84% |
| of that, discretionary | 349,725,734 30.43% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 200,574 16.77% |
| High Net Worth | 23.15% 36.91% |
| SMA’s | Yes |
| Private Funds | 0 1 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- 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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)