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Adviser Profile

As of Date 03/31/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 2 -60.00%
of those in investment advisory functions 1 -66.67%
Registration SEC, Approved, 02/11/2022
AUM* 57,045,351 -50.64%
of that, discretionary 56,361,566 -51.02%
Private Fund GAV* 0 -100.00%
Avg Account Size 792,297 -43.10%
SMA’s No
Private Funds 0 1
Contact Info 212 xxxxxxx
Websites

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
133M 114M 95M 76M 57M 38M 19M
2022 2023

Private Funds



Employees

Brochure Summary