Adviser Profile

AUM* 155,941,918 8%
of that, discretionary 155,941,918 8%
Number of Employees 8 14%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 308,796 2%
% High Net Worth 29.05% 3%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees