Company Profile

AUM* 283,345,420 67%
of that, discretionary 283,345,420 81%
Number of Employees 19 138%
of those in investment advisory functions 8 33%
Private Fund GAV* 0
Avg Account Size 323,085 16%
High Net Worth 45.65% 4%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

283M 243M 202M 162M 121M 81M 40M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

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