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Adviser Profile

As of Date 03/04/2025
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 1 -50.00%
Registration SEC, 120-Day Approval, 01/07/2022
Other registrations (1)
AUM* 1,260,893,820 24.34%
of that, discretionary 1,260,893,820 24.34%
Private Fund GAV* 0
Avg Account Size 25,217,876 21.86%
SMA’s No
Private Funds 0
Contact Info 208 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 869M 724M 579M 435M 290M 145M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary