| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 05/13/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 9 |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 03/19/2025 |
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| Former registrations | |
| AUM* | 130,380,225 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 437,518 |
| % High Net Worth | 6.04% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 517 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds