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Adviser Profile

Registration status Terminated
As of Date 02/04/2024
Adviser Type - Internet adviser
Number of Employees 1
of those in investment advisory functions 1
AUM* 405,800
of that, discretionary 405,800
Private Fund GAV* 0 -100.00%
Avg Account Size 202,900
SMA’s No
Private Funds 0
Contact Info 423 xxxxxxx
Websites

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
1M 896K 746K 597K 448K 299K 149K
2021 2022 2023

Private Funds



Employees