Adviser Profile

AUM* 122,799,186 19%
of that, discretionary 122,799,186 19%
Number of Employees 4
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 272,282 9%
% High Net Worth 14.47% 64%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Financial planning services
- 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
- Hourly charges

Reported AUM

123M 105M 88M 70M 53M 35M 18M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary