Company Profile

AUM* 283,309,167 22%
of that, discretionary 283,309,167 22%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 278,300 18%
High Net Worth 30.69% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

283M 243M 202M 162M 121M 81M 40M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

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