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Adviser Profile

Registration status Terminated
As of Date 12/26/2024
Adviser Type - Pension consultant
Number of Employees 5
of those in investment advisory functions 3
AUM* 60,820,000 -28.83%
of that, discretionary 60,820,000 -28.83%
Private Fund GAV* 0
Avg Account Size 20,273,333 -28.83%
% High Net Worth 25.00% -50.00%
SMA’s Yes
Private Funds 0
Contact Info 973 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

149M 127M 106M 85M 64M 42M 21M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary