| AUM* | 116,584,062 1% |
| of that, discretionary | 116,584,062 2434% |
| Number of Employees | 4 300% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 322,948 -72% |
| High Net Worth | 32.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds