Adviser Profile
| As of Date | 08/17/2024 |
| Registration status | Registration Changed to SERVANT FINANCIAL, LTD. |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 116,464,291 12% |
| of that, discretionary | 36,366,915 15% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,308,588 3% |
| % High Net Worth | 37.78% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1