Adviser Profile
| As of Date | 06/12/2026 |
| Registration status | Registration Changed to QUORUS INC. |
| ADV Location | WESTPORT, CT, United States |
| Contact Info | (92 xxxxxxx |
| Websites |
| AUM* | 148,224,228 5341% |
| of that, discretionary | 148,224,228 5341% |
| Number of Employees | 7 133% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 617,601 308% |
| % High Net Worth | 72.63% -15% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds