| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/29/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 32 3.23% |
| of those in investment advisory functions | 6 -25.00% |
| Registration | California, Terminated, 10/17/2013 |
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- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker90214Q774 | Stock NameTWO RDS SHARED TR | $ Position$64,783 | % Position6.00% | $ Change36.00% | # Change41.00% |
| Stck Ticker90214Q683 | Stock NameTWO RDS SHARED TR | $ Position$64,355 | % Position6.00% | $ Change28.00% | # Change27.00% |
| Stck Ticker90214Q691 | Stock NameTWO RDS SHARED TR | $ Position$54,171 | % Position5.00% | $ Change22.00% | # Change24.00% |
| Stck Ticker90214Q717 | Stock NameTWO RDS SHARED TR | $ Position$42,472 | % Position4.00% | $ Change19.00% | # Change30.00% |
| Stck Ticker922042858 | Stock NameVANGUARD FTSE EMERGING MARKE | $ Position$31,636 | % Position3.00% | $ Change1513.00% | # Change1484.00% |
| Stck Ticker464288687 | Stock NameISHARES PREFERRED & INCOME S | $ Position$29,314 | % Position3.00% | $ Change | # Change |
| Stck Ticker464288513 | Stock NameISHARES IBOXX HIGH YLD CORP | $ Position$20,828 | % Position2.00% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$21,955 | % Position2.00% | $ Change22.00% | # Change-1.00% |
| Stck Ticker90214Q675 | Stock NameTWO RDS SHARED TR | $ Position$20,376 | % Position2.00% | $ Change25.00% | # Change26.00% |
| Stck Ticker78464A359 | Stock NameSPDR BLOOMBERG CONVERTIBLE S | $ Position$18,533 | % Position2.00% | $ Change | # Change |