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Adviser Profile

As of Date 03/05/2025
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 4
Registration SEC, 120-Day Approval, 02/08/2024
Other registrations (1)

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary