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Adviser Profile

As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 06/23/2022
AUM* 207,066,327 17.78%
of that, discretionary 207,066,327 17.78%
Private Fund GAV* 0 -100.00%
Avg Account Size 924,403 113.47%
% High Net Worth 39.29% -9.73%
SMA’s No
Private Funds 0 1
Contact Info 720 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
176M 151M 126M 100M 75M 50M 25M
2022 2023

Private Funds



Employees

Brochure Summary