Adviser Profile
| As of Date | 08/10/2026 |
| Registration | SEC, Approved, 08/29/2024 |
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| Former registrations | |
| Contact Info | 607 xxxxxxx |
| Websites |
| AUM* | 356,000,000 38% |
| of that, discretionary | 351,000,000 39% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 449,495 10% |
| % High Net Worth | 79.04% 2% |
| 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
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
351M
301M
251M
201M
150M
100M
50M
2024
2025
2026
Private Funds
No private funds