| AUM* | 287,806,663 33% |
| of that, discretionary | 287,806,663 33% |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 536,953 19% |
| High Net Worth | 33.70% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds