Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 01/19/2011
ADV Location LAS VEGAS, NV, United States
Contact Info 702 xxxxxxx
Websites
AUM* 16,594,783,593 -3%
of that, discretionary 11,307,718,513 16%
Number of Employees 8
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 207,434,795 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Insurance companies

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

12B 10B 9B 7B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees