| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 01/23/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | SEC, Approved, 04/12/2021 |
| AUM* | 103,300,000 24.46% |
| of that, discretionary | 70,300,000 21.21% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,098,936 24.46% |
| % High Net Worth | 64.10% 6.84% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (91 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds