| AUM* | 241,765,485 19% |
| of that, discretionary | 226,094,972 21% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,343,142 5% |
| % High Net Worth | 48.21% 6% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds