Adviser Profile
| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 05/09/2024 |
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| Former registrations | |
| ADV Location | BEACHWOOD, OH, United States |
| Contact Info | 216 xxxxxxx |
| Websites |
| AUM* | 198,040,835 73% |
| of that, discretionary | 194,800,043 73% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,125,232 65% |
| % High Net Worth | 34.83% -19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Other investment advisers
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
195M
167M
139M
111M
83M
56M
28M
2024
2025
2026
Private Funds
No private funds