| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 08/19/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 -12.50% |
| of those in investment advisory functions | 4 -33.33% |
| AUM* | 1,676,420,038 8.13% |
| of that, discretionary | 191,766,550 100.00% |
| Private Fund GAV* | 0 |
| Avg Account Size | 335,284,008 1608.45% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds