Adviser Profile

AUM* 103,767,283 71%
of that, discretionary 103,767,283 71%
Number of Employees 3 50%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 1,080,909 159%
% High Net Worth 85.42% 27%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees