other names

Adviser Profile

As of Date 04/16/2025
Adviser Type - Large advisory firm
Number of Employees 14 -17.65%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 06/22/2020
AUM* 415,082,545 1.49%
of that, discretionary 20,071,926 -9.10%
Private Fund GAV* 0
Avg Account Size 1,407,059 -7.45%
% High Net Worth 78.46% -9.23%
SMA’s Yes
Private Funds 0
Contact Info (78 xxxxxxx
Websites

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

424M 363M 303M 242M 182M 121M 61M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary