| AUM* | 10,000,000 18% |
| of that, discretionary | 10,000,000 18% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,428,571 18% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
No private funds