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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 35
of those in investment advisory functions 17
Registration SEC, Approved, 11/25/1991
AUM* 2,624,703,068 24.89%
of that, discretionary 2,624,703,068 24.89%
Private Fund GAV* 0
Avg Account Size 57,058,762 27.61%
SMA’s Yes
Private Funds 0
Contact Info 717 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 879M 440M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary