Adviser Profile

AUM* 18,797,471 113%
of that, discretionary 18,797,471 113%
Number of Employees 44 10%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 4,158 -33%
% High Net Worth 21.52% 31%
SMA’s No
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)
- 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

19M 16M 13M 11M 8M 5M 3M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary