Adviser Profile

As of Date 03/04/2025
Registration status Terminated
ADV Location ALPHARETTA, GA, United States
Contact Info 404 xxxxxxx
AUM* 193,512 30%
of that, discretionary 193,512 30%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 32,252 -14%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- 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

194K 166K 138K 111K 83K 55K 28K
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary