| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 05/03/2013 |
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| Contact Info | 705 xxxxxxx |
| Websites |
| AUM* | 44,409,919 20% |
| of that, discretionary | 36,390,684 19% |
| Number of Employees | 5 400% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 662,835 15% |
| % High Net Worth | 54.84% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds