| AUM* | 340,628,516 24% |
| of that, discretionary | 340,628,516 24% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,064,464 26% |
| % High Net Worth | 40.63% 42% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds