Adviser Profile
| As of Date | 05/25/2024 |
| Registration status | Terminated |
| ADV Location | ARLINGTON, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 5,293,000 -100% |
| of that, discretionary | 5,293,000 100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,323,250 -100% |
| % High Net Worth | 80.00% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
8B
7B
6B
5B
4B
2B
1B
2022
2023
2024