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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 16 6.67%
of those in investment advisory functions 7 -12.50%
Registration SEC, Approved, 06/19/2008
AUM* 1,207,479,184 34.91%
of that, discretionary 339,390,367 26.80%
Private Fund GAV* 0
Avg Account Size 298,290 24.68%
% High Net Worth 29.81% 16.38%
SMA’s Yes
Private Funds 0
Contact Info 646 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

743M 637M 531M 425M 319M 212M 106M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary