| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 11/11/2021 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 35 -18.60% |
| of those in investment advisory functions | 21 -4.55% |
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds
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|---|---|---|---|---|---|
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| Stck Ticker110122108 | Stock NameBRISTOL-MYERS SQUIBB CO | $ Position$72,560 | % Position3.28% | $ Change-1.49% | # Change-3.93% |
| Stck Ticker68389X105 | Stock NameORACLE CORP | $ Position$59,005 | % Position2.66% | $ Change-0.83% | # Change-8.19% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$50,420 | % Position2.28% | $ Change-3.32% | # Change-5.54% |
| Stck Ticker172967424 | Stock NameCITIGROUP INC | $ Position$48,951 | % Position2.21% | $ Change-16.53% | # Change-1.06% |
| Stck Ticker20030N101 | Stock NameCOMCAST CORP NEW | $ Position$45,934 | % Position2.07% | $ Change9.59% | # Change-7.65% |
| Stck Ticker26614N102 | Stock NameDUPONT DE NEMOURS INC | $ Position$44,589 | % Position2.01% | $ Change-3.64% | # Change-7.72% |
| Stck Ticker78440P108 | Stock NameSK TELECOM LTD | $ Position$44,173 | % Position1.99% | $ Change11.71% | # Change-3.73% |
| Stck Ticker036752103 | Stock NameANTHEM INC | $ Position$41,129 | % Position1.86% | $ Change-2.90% | # Change-4.93% |
| Stck TickerG0692U109 | Stock NameAXIS CAP HLDGS LTD | $ Position$33,557 | % Position1.51% | $ Change10.57% | # Change1.83% |