| AUM* | 405,800 -61% |
| of that, discretionary | 405,800 -61% |
| Private Fund GAV* | 0 |
| Avg Account Size | 202,900 -22% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 1
of those in investment advisory functions 1
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management