Adviser Profile
| As of Date | 03/31/2022 |
| Registration status | Terminated |
| ADV Location | GREENVILLE, DE, United States |
| Contact Info | 302 xxxxxxx |
| Websites |
| AUM* | 1,278,110,950 7% |
| of that, discretionary | 1,278,110,950 7% |
| Number of Employees | 11 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,990,827 8% |
| % High Net Worth | 61.50% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1B
1B
913M
730M
548M
365M
183M
2015
2016
2017
2018
2019
2020
2021
2022
Private Funds
No private funds