Adviser Profile
| As of Date | 06/30/2020 |
| Registration status | Terminated |
| ADV Location | MCLEAN, VA, United States |
| AUM* | 36,713,239 |
| of that, discretionary | 36,192,856 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 798,114 |
| % High Net Worth | 73.91% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Related adviser
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
36M
31M
26M
21M
16M
10M
5M
2015
2016
2017
2018
2019
2020
Private Funds
No private funds