Adviser Profile

AUM* 106,837,856 25%
of that, discretionary 106,837,856 25%
Number of Employees 4 33%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 460,508 7%
% High Net Worth 9.91% 119%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

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