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Company Profile

As of Date 03/11/2025
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 7
AUM* 1,020,378,524 40.02%
of that, discretionary 961,267,451 40.15%
Private Fund GAV* 0
Avg Account Size 1,006,290 26.61%
High Net Worth 27.30% 13.68%
SMA’s Yes
Private Funds 0
Websites

Client Types

- 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

713M 611M 509M 408M 306M 204M 102M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

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Related Companies Historical AUM