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Adviser Profile

As of Date 03/22/2024
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

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

Private Funds

No private funds

Employees