| AUM* | 430,900,615 -69% |
| of that, discretionary | 199,208,988 -19% |
| Number of Employees | 16 7% |
| of those in investment advisory functions | 2 -80% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,629,240 -65% |
| % High Net Worth | 35.29% -18% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds