Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/13/2011
Contact Info 877 xxxxxxx
AUM* 0
of that, discretionary
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
% High Net Worth 5.71% 20%
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees