| AUM* | 390,907,044 10% |
| of that, discretionary | 314,467,710 14% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,068,291 -8% |
| % High Net Worth | 69.70% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds