Adviser Profile

AUM* 187,236,544
of that, discretionary 170,873,544 100%
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 400,078
% High Net Worth 27.72%
SMA’s No
Private Funds 0

Adviser Type

Client Types

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

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