| As of Date | 08/10/2024 |
| Registration status | Terminated |
| ADV Location | FORT LAUDERDALE, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 914,985,196 |
| of that, discretionary | 814,830,986 |
| Number of Employees | 12 -8% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,497,521 |
| % High Net Worth | 52.91% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds