| AUM* | 9,673,425 82% |
| of that, discretionary | 9,673,425 82% |
| Number of Employees | 3 -40% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,418,356 264% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees