Adviser Profile
| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 09/05/2000 |
| Contact Info | 239 xxxxxxx |
| AUM* | 136,832,438 16% |
| of that, discretionary | 136,832,438 16% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,280,541 268% |
| % High Net Worth | 50.00% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
152M
130M
108M
87M
65M
43M
22M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds