| As of Date | 05/09/2024 |
| Registration status | Terminated |
| ADV Location | COLUMBUS, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 281,969,045 33% |
| of that, discretionary | 281,969,045 33% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 357,375 12% |
| % High Net Worth | 44.78% 41% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds