Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/25/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 10 |
of those in investment advisory functions | 6 |
Registration | SEC, Approved, 8/10/1999 |
AUM* | 243,154,729 29.11% |
of that, discretionary | 243,154,729 29.11% |
Private Fund GAV* | 0 |
Avg Account Size | 30,394,341 29.11% |
SMA’s | Yes |
Private Funds | 0 |
Contact Info | 484 xxxxxxx |
Websites |
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker037833100 | Stock NameAPPLE | $ Position$17,242 | % Position7.00% | $ Change12.00% | # Change-8.00% |
Stck Ticker594918104 | Stock NameMICROSOFT | $ Position$18,042 | % Position7.00% | $ Change2.00% | # Change-4.00% |
Stck Ticker67066G104 | Stock NameNVIDIA | $ Position$15,901 | % Position6.00% | $ Change26.00% | # Change824.00% |
Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC. | $ Position$6,736 | % Position3.00% | $ Change71.00% | # Change64.00% |
Stck Ticker02079K107 | Stock NameALPHABET CLASS C | $ Position$8,200 | % Position3.00% | $ Change15.00% | # Change-4.00% |
Stck Ticker023135106 | Stock NameAMAZON | $ Position$7,771 | % Position3.00% | $ Change-16.00% | # Change-21.00% |
Stck Ticker09062X103 | Stock NameBIOGEN | $ Position$7,083 | % Position3.00% | $ Change10.00% | # Change2.00% |
Stck Ticker256746108 | Stock NameDOLLAR TREE, INC | $ Position$6,658 | % Position3.00% | $ Change57.00% | # Change96.00% |
Stck Ticker126650100 | Stock NameCVS HEALTH | $ Position$4,262 | % Position2.00% | $ Change | # Change |
Stck Ticker244199105 | Stock NameDEERE | $ Position$4,827 | % Position2.00% | $ Change-13.00% | # Change-4.00% |