| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 06/22/2022 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 12 |
| of those in investment advisory functions | 9 |
| AUM* | 516,916,290 |
| of that, discretionary | 251,462,914 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,761,293 |
| % High Net Worth | 33.33% |
| SMA’s | Yes |
| Private Funds | 0 8 |
| Contact Info | 305 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees