Adviser Profile
| As of Date | 06/15/2020 |
| Registration status | Terminated |
| ADV Location | MADISON, MS, United States |
| AUM* | 178,852,333 |
| of that, discretionary | 166,758,248 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 470,664 |
| % High Net Worth | 31.03% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
175M
150M
125M
100M
75M
50M
25M
2016
2017
2018
2019
2020
Private Funds
No private funds