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Adviser Profile

As of Date 08/27/2026
Registration SEC, Approved, 07/09/2021
Other registrations (2)
Contact Info (71 xxxxxxx
Websites
AUM* 225,517,087 54%
of that, discretionary 225,517,087 54%
Number of Employees 3 50%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 675,201 30%
% High Net Worth 61.21% -11%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

226M 193M 161M 129M 97M 64M 32M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary