Adviser Profile

AUM* 444,054,898 35%
of that, discretionary 435,679,239 35%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 552,307 -1%
% High Net Worth 45.27% -38%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

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
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

391M 335M 279M 223M 167M 112M 56M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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