| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/24/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 17 41.67% |
| of those in investment advisory functions | 10 25.00% |
| AUM* | 939,006,835 95.41% |
| of that, discretionary | 845,971,145 76.05% |
| Private Fund GAV* | 0 |
| Avg Account Size | 352,480 37.97% |
| High Net Worth | 46.21% 22.77% |
| SMA’s | Yes |
| Private Funds | 0 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds