| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/29/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Registration | SEC, Approved, 05/18/2004 |
| AUM* | 3,418,464,834 5.06% |
| of that, discretionary | 3,418,464,834 5.06% |
| Private Fund GAV* | 0 |
| Avg Account Size | 310,769,530 5.06% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | (51 xxxxxxx |
| Websites |
- Insurance companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds