Adviser Profile
| As of Date | 08/11/2026 |
| Registration | SEC, Approved, 08/13/2026 |
|
|
|
| Former registrations | |
| Contact Info | 888 xxxxxxx |
| AUM* | 466,183,271 |
| of that, discretionary | 466,183,271 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 77,697,212 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- Pension consultant
- Pension consultant
Client Types
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds