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Adviser Profile

As of Date 03/18/2025
Adviser Type - Related adviser
Number of Employees 4
of those in investment advisory functions 4
Registration SEC, Approved, 10/03/2008
AUM* 22,165,985 100.00%
of that, discretionary 22,165,985
Private Fund GAV* 0
Avg Account Size 213,134
SMA’s Yes
Private Funds 0
Contact Info 920 xxxxxxx
Websites

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

30M 25M 21M 17M 13M 8M 4M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees