| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 02/14/2025 |
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| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 184,478,063 |
| of that, discretionary | 184,274,463 100% |
| Number of Employees | 6 500% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,686,586 |
| % High Net Worth | 54.55% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds