Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/24/2024 |
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| Former registrations | |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 119,404,994 49% |
| of that, discretionary | 103,412,893 29% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 255,139 29% |
| % High Net Worth | 18.93% -19% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
103M
89M
74M
59M
44M
30M
15M
2024
2025
2026
Private Funds
No private funds