Adviser Profile
| As of Date | 03/30/2024 |
| Registration status | Terminated |
| ADV Location | FORT MYERS, FL, United States |
| Contact Info | 239 xxxxxxx |
| Websites |
| AUM* | 324,701,617 -9% |
| of that, discretionary | 324,701,617 -9% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 245,243 -23% |
| % High Net Worth | 6.74% -9% |
| 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
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
357M
306M
255M
204M
153M
102M
51M
2019
2020
2021
2022
2023
Private Funds
No private funds