Adviser Profile

As of Date 10/11/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 56,755,742
of that, discretionary 56,755,742
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 493,528
% High Net Worth 27.78% -6%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

71M 61M 51M 41M 30M 20M 10M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees