Adviser Profile

AUM* 108,710,064 30%
of that, discretionary 108,710,064 30%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 277,322 25%
% High Net Worth 41.98% -24%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees