| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/20/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 20 -4.76% |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 08/25/1998 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
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|---|---|---|---|---|---|
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| Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$36,703,635 | % Position4.00% | $ Change44.00% | # Change-1.00% |
| Stck Ticker46432F339 | Stock NameISHS EDGE MSCI USA QUAL FACTOR | $ Position$36,206,056 | % Position4.00% | $ Change0.00% | # Change-7.00% |
| Stck Ticker922908744 | Stock NameVANG VALUE INDEX | $ Position$33,755,911 | % Position4.00% | $ Change-1.00% | # Change-4.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC COM | $ Position$30,226,018 | % Position3.00% | $ Change14.00% | # Change-2.00% |
| Stck Ticker97717X669 | Stock NameWisdomTree US Quality Dividend Gr ETF | $ Position$23,857,996 | % Position3.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker18915M107 | Stock NameCLOUDFLARE INC | $ Position$23,173,347 | % Position2.00% | $ Change61.00% | # Change-7.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INC | $ Position$22,991,294 | % Position2.00% | $ Change-1.00% | # Change-3.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC CL A | $ Position$20,412,288 | % Position2.00% | $ Change13.00% | # Change-1.00% |