| AUM* | 5,280,000 |
| of that, discretionary | 5,280,000 100% |
| Number of Employees | 10 150% |
| of those in investment advisory functions | 7 600% |
| Private Fund GAV* | 0 |
| Avg Account Size | 293,333 |
| % High Net Worth | 9.09% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds