Adviser Profile
| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 06/24/2015 |
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| Contact Info | 941 xxxxxxx |
| Websites |
| AUM* | 234,983,784 25% |
| of that, discretionary | 231,416,198 25% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 364,882 -2% |
| % High Net Worth | 12.20% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
231M
198M
165M
132M
99M
66M
33M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds