| AUM* | 216,378,047 28% |
| of that, discretionary | 136,418,187 25% |
| Number of Employees | 20 67% |
| of those in investment advisory functions | 20 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 121,288 2% |
| % High Net Worth | 16.89% 34% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds