Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 01/22/2025 |
Adviser Type | |
Number of Employees | 2 |
of those in investment advisory functions | 1 |
Registration | Florida, Approved, 02/06/2023 |
|
AUM* | 48,323,089 |
of that, discretionary | 48,323,089 |
Private Fund GAV* | 0 |
Avg Account Size | 142,127 |
% High Net Worth | 7.14% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 207 xxxxxxx |
Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds