Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 08/12/2021
Contact Info 917 xxxxxxx
Websites
AUM* 247,861,140 71%
of that, discretionary 123,403,630 144%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 3,022,697 8%
% High Net Worth 72.22% -13%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

132M 113M 94M 75M 56M 38M 19M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary