Adviser Profile

AUM* 112,894,012
of that, discretionary 112,894,012
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 368,935
% High Net Worth 10.50%
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
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees