Adviser Profile

AUM* 377
of that, discretionary 0
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 42
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

Reported AUM

377 323 269 215 162 108 54
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees