Adviser Profile
| As of Date | 04/16/2026 |
| Registration | SEC, Approved, 04/26/2024 |
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| Former registrations | |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 326,314,431 87% |
| of that, discretionary | 318,868,320 87% |
| Number of Employees | 20 186% |
| of those in investment advisory functions | 10 150% |
| Private Fund GAV* | 0 |
| Avg Account Size | 528,873 49% |
| % High Net Worth | 43.68% -49% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
319M
273M
228M
182M
137M
91M
46M
2024
2025
2026
Private Funds
No private funds