Adviser Profile
| As of Date | 12/03/2019 |
| Registration status | Terminated |
| ADV Location | WEST PALM BEACH, FL, United States |
| AUM* | 504,501,716 |
| of that, discretionary | 504,501,716 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 407,185 |
| % High Net Worth | 26.20% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
709M
608M
506M
405M
304M
203M
101M
2017
2018
2019
Private Funds
No private funds