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Adviser Profile

As of Date 03/12/2025
Adviser Type - Large advisory firm
Number of Employees 13
of those in investment advisory functions 12
Registration SEC, Approved, 02/25/2002
AUM* 3,382,842,492 -9.48%
of that, discretionary 3,382,842,492 -9.48%
Private Fund GAV* 0
Avg Account Size 198,990,735 -9.48%
SMA’s Yes
Private Funds 0
Contact Info 312 xxxxxxx
Websites

Client Types

- Pension and profit sharing plans
- Insurance companies
- Other

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 620M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary