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Adviser Profile

As of Date 03/13/2024
Adviser Type - Outside the United States
Number of Employees
of those in investment advisory functions
Registration SEC, Approved, 07/07/2015
AUM* 0
of that, discretionary 0
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info +1 xxxxxxx

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
4M 3M 3M 2M 2M 1M 571K
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees