| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 01/24/2022 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 16.67% |
| of those in investment advisory functions | 2 -60.00% |
| AUM* | 110,820,447 1.79% |
| of that, discretionary | 110,820,447 1.79% |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,164,089 1.79% |
| SMA’s | Yes |
| Private Funds | 0 1 |
| Contact Info | 917 xxxxxxx |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees