Company Profile

AUM* 251,261,584 58%
of that, discretionary 251,261,584 58%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 694,093 3%
High Net Worth 53.57% 23%
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
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

247M 212M 176M 141M 106M 71M 35M
2022 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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