Adviser Profile
| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 07/25/2024 |
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| Former registrations | |
| Contact Info | 937 xxxxxxx |
| Websites |
| AUM* | 287,019,868 130% |
| of that, discretionary | 226,390,095 100% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 303,725 52% |
| % High Net Worth | 14.57% 296% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
226M
194M
162M
129M
97M
65M
32M
2024
2025
2026
Private Funds
No private funds