Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 07/01/2024 |
Adviser Type | |
Number of Employees | 4 |
of those in investment advisory functions | 2 |
Registration | SEC, Terminated, 8/8/2024 |
|
|
Former registrations |
AUM* | 69,864,390 |
of that, discretionary | 69,864,390 |
Private Fund GAV* | 0 |
Avg Account Size | 212,354 |
SMA’s | No |
Private Funds | 0 |
Contact Info | 303 xxxxxxx |
Websites |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds