Adviser Profile

AUM* 4,039,787
of that, discretionary 4,039,787 100%
Number of Employees 15 275%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 11,710
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

4M 3M 3M 2M 2M 1M 577K
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees