| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 06/27/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 15 7.14% |
| of those in investment advisory functions | 7 |
| AUM* | 1,617,457,098 17.64% |
| of that, discretionary | 2,640,977 -14.86% |
| Private Fund GAV* | 0 |
| Avg Account Size | 89,858,728 1337.87% |
| % High Net Worth | 86.75% 1.52% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds