| As of Date | 08/18/2024 |
| Registration status | Terminated |
| ADV Location | DARIEN, CT, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 23,241,286 565% |
| of that, discretionary | 23,241,286 565% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,810,322 565% |
| % High Net Worth | 75.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds