| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 02/22/2023 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| AUM* | 139,875,774 |
| of that, discretionary | 139,875,774 |
| Private Fund GAV* | 0 |
| Avg Account Size | 592,694 |
| % High Net Worth | 59.68% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 803 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Other
- 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
- Fixed fees (other than subscription fees)
No private funds