| As of Date | 06/05/2024 |
| Registration status | Terminated |
| ADV Location | BRISBANE, Australia |
| Contact Info | +61 xxxxxxx |
| Websites |
| AUM* | 9,153,973,169 -53% |
| of that, discretionary | 9,153,973,169 -53% |
| Number of Employees | 15 15% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 610,264,878 -50% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds