Adviser Profile
| As of Date | 03/29/2024 |
| Registration status | Registration Changed to AUTUMN WIND ASSET MANAGEMENT INC |
| ADV Location | GREAT FALLS, VA, United States |
| Contact Info | 703 xxxxxxx |
| Websites |
| AUM* | 165,142,453 17% |
| of that, discretionary | 165,142,453 17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 829,862 12% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
165M
142M
118M
94M
71M
47M
24M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Private Funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
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