| AUM* | 1,226,700,099 21% |
| of that, discretionary | 1,152,296,838 21% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,085,575 15% |
| High Net Worth | 29.63% 10% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 7
of those in investment advisory functions 7
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds