Adviser Profile

As of Date 06/04/2026
Registration SEC, Approved, 01/08/2021
Contact Info (33 xxxxxxx
Websites
AUM* 1,187,187,496 36%
of that, discretionary 1,131,561,813 37%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 376,646 32%
% High Net Worth 33.26% 29%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 970M 808M 647M 485M 323M 162M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary