| AUM* | 43,714,882 |
| of that, discretionary | 42,950,971 |
| Private Fund GAV* | 0 |
| Avg Account Size | 567,726 |
| % High Net Worth | 83.12% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 3
of those in investment advisory functions 1
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees