| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 04/28/2019 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 25.00% |
| of those in investment advisory functions | 4 33.33% |
| AUM* | 135,192,229 25.24% |
| of that, discretionary | 128,101,273 25.01% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,287,545 32.39% |
| % High Net Worth | 46.67% 22.50% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds