| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 03/24/1997 |
| AUM* | 255,218,348 45.29% |
| of that, discretionary | 190,150,277 55.65% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 617,962 22.42% |
| % High Net Worth | 39.50% 118.21% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 262 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees