| AUM* | 5,000,000 |
| of that, discretionary | 5,000,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 62,500 |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds