Adviser Profile
| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 03/19/2025 |
|
|
|
| Former registrations | |
| Contact Info | 571 xxxxxxx |
| Websites |
| AUM* | 271,868,697 88% |
| of that, discretionary | 271,868,697 88% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,252,851 -28% |
| % High Net Worth | 48.78% 16% |
| 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
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
272M
233M
194M
155M
117M
78M
39M
2025
2026
Private Funds
No private funds