03/29/2023
- Large advisory firm
15 7.14%
9
SEC, Approved, 8/22/2002
3,825,808,464 18.19%
3,825,808,464 18.19%
YES
0
Phone: 240 xxxxxxx
Fax: 240 xxxxxxx
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
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