| As of Date | 03/16/2026 |
| ADV Location | EL SEGUNDO, CA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 15 7% |
| of those in investment advisory functions | 4 |
| Registration | SEC, Approved, 12/03/2004 |
| AUM* | 6,508,395,000 65% |
| of that, discretionary | 6,235,095,000 62% |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,913,788 47% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 310 xxxxxxx |
| Websites |
- State or municipal government entities
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds