Company Profile

As of Date 03/06/2026
AUM* 171,508,180 66%
of that, discretionary 139,868,841 81%
Number of Employees 3 50%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 907,451 38%
High Net Worth 81.63% 9%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

140M 120M 100M 80M 60M 40M 20M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

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