| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 08/04/2009 |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 1,721,894,407 45% |
| of that, discretionary | 1,721,894,407 45% |
| Number of Employees | 11 22% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 95,660,800 37% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds