Adviser Profile

AUM* 190,676,829 88%
of that, discretionary 190,676,829 88%
Number of Employees 26 53%
of those in investment advisory functions 7 40%
Private Fund GAV* 0
Avg Account Size 207,483 27%
% High Net Worth 24.72% 379%
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
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

191M 163M 136M 109M 82M 54M 27M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary