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Adviser Profile

As of Date 04/07/2025
Adviser Type - Internet adviser
Number of Employees 3 -25.00%
of those in investment advisory functions 1 -50.00%
Registration SEC, Approved, 11/25/2020
AUM* 20,825,164 215.74%
of that, discretionary 20,825,164 215.74%
Private Fund GAV* 0
Avg Account Size 179,527 85.09%
% High Net Worth 34.48% -2.30%
SMA’s No
Private Funds 0
Contact Info 917 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

8M 6M 5M 4M 3M 2M 1M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary