| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 06/18/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| AUM* | 2,553,363,397 19.57% |
| of that, discretionary | 2,553,363,397 19.57% |
| Private Fund GAV* | 0 |
| Avg Account Size | 23,425,352 29.44% |
| % High Net Worth | 80.00% 9.33% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
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|---|---|---|---|---|---|
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| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$52,754,340 | % Position4.00% | $ Change85698.00% | # Change5.00% |
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| Stck Ticker670100205 | Stock NameNOVO-NORDISK A S | $ Position$31,920,665 | % Position3.00% | $ Change63835.00% | # Change-21.00% |
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