| As of Date | 04/01/2024 |
| Registration status | Terminated |
| ADV Location | JACKSON, MS, United States |
| Contact Info | 769 xxxxxxx |
| AUM* | 577,166,886 18% |
| of that, discretionary | 577,166,886 18% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,902,306 22% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds