| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/06/2011 |
| ADV Location | ROCKVILLE, MD, United States |
| Contact Info | 866 xxxxxxx |
| Websites |
| AUM* | 1,688,200,204 3% |
| of that, discretionary | 1,688,200,204 3% |
| Number of Employees | 9 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 76,736,373 -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds