| As of Date | 01/24/2023 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | SEC, Approved, 01/11/2017 |
| AUM* | 92,074,955 |
| of that, discretionary | 85,230,859 -19% |
| Private Fund GAV* | 0 |
| Avg Account Size | 575,468 -16% |
| % High Net Worth | 47.37% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 925 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds