Adviser Profile

AUM* 495,360,847 49%
of that, discretionary 495,360,847 49%
Number of Employees 18
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 221,143 34%
% High Net Worth 9.32% -30%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

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
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

495M 425M 354M 283M 212M 142M 71M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary