| As of Date | 10/18/2024 |
| Registration status | Terminated |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 1,182,764,656 46% |
| of that, discretionary | 1,182,606,758 46% |
| Number of Employees | 18 6% |
| of those in investment advisory functions | 17 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,514,423 32% |
| % High Net Worth | 13.35% 40% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds