| AUM* | 100,000 |
| of that, discretionary | 100,000 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 100,000 |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 2 100%
of those in investment advisory functions 1
- Individuals (other than 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
- Fixed fees (other than subscription fees)
No private funds