Adviser Profile

AUM* 2,785,000
of that, discretionary 2,760,000
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 29,946
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3M 2M 2M 2M 1M 789K 394K
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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