| AUM* | 1,800,000 3500% |
| of that, discretionary | 1,800,000 3500% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 81,818 2191% |
| % High Net Worth | 9.09% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds