Adviser Profile

AUM* 330,621,622 32%
of that, discretionary 329,013,092 39%
Number of Employees 38 19%
of those in investment advisory functions 25 19%
Private Fund GAV* 0
Avg Account Size 192,895 7%
% High Net Worth 3.50% 17%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

329M 282M 235M 188M 141M 94M 47M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary