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Adviser Profile

As of Date 02/09/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3 50.00%
Registration Utah, Terminated, 03/15/2021
Other registrations (2)
AUM* 163,354,864 15.41%
of that, discretionary 140,545,960 10.27%
Private Fund GAV* 0 -100.00%
Avg Account Size 188,850 24.35%
% High Net Worth 12.18% 55.90%
SMA’s Yes
Private Funds 0 1
Contact Info 385 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
128M 109M 91M 73M 55M 36M 18M
2021 2022 2023

Private Funds



Employees

Brochure Summary