Adviser Profile
| As of Date | 03/26/2021 |
| Registration status | Terminated |
| ADV Location | GLEN ARM, MD, United States |
| AUM* | 108,913,998 |
| of that, discretionary | 108,913,998 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 453,808 |
| % High Net Worth | 44.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
109M
93M
78M
62M
47M
31M
16M
2021
Private Funds
No private funds