Adviser Profile

As of Date 06/03/2026
Registration SEC, Approved, 10/06/2023
Other registrations (1)
ADV Location CLEVELAND, OH, United States
Contact Info 216 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 80 -5%
of those in investment advisory functions 71 -4%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

1 1 1 1
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary