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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
Number of Employees 4 100.00%
of those in investment advisory functions 2 100.00%
Registration SEC, Approved, 02/05/2015
Other registrations (1)
AUM* 415,008,379 -0.15%
of that, discretionary 393,005,007 -0.17%
Private Fund GAV* 0 -100.00%
Avg Account Size 1,531,396 -14.15%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0
Contact Info 214 xxxxxxx
Websites

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
597M 512M 426M 341M 256M 171M 85M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary