| As of Date | 07/02/2026 |
| Registration | SEC, Approved, 06/06/2011 |
| ADV Location | CHEVY CHASE, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 1,943,575,771 -25% |
| of that, discretionary | 439,914,012 -16% |
| Number of Employees | 21 -9% |
| of those in investment advisory functions | 15 -6% |
| Private Fund GAV* | 0 |
| Avg Account Size | 18,164,260 -8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Banking or thrift institutions
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ERNST & YOUNG | Filing Date06/03/2025 | Form ADV-E View Report |
| Accounting Firm Name ERNST & YOUNG | Filing Date06/14/2024 | Form ADV-E View Report |
| Accounting Firm Name ERNST & YOUNG | Filing Date08/31/2023 | Form ADV-E View Report |