| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/26/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 36 |
| of those in investment advisory functions | 36 |
| Registration | SEC, Approved, 04/03/2001 |
| AUM* | 2,700,724,346 5.72% |
| of that, discretionary | 2,700,724,346 5.72% |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,080,483 -6.03% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 816 xxxxxxx |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds