| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/11/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | SEC, Approved, 03/06/2025 |
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| Former registrations | |
| AUM* | 119,786,589 |
| of that, discretionary | 71,297,994 |
| Private Fund GAV* | 0 |
| Avg Account Size | 390,184 |
| % High Net Worth | 14.69% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (20 xxxxxxx |
| Websites |
- 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 businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds