| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 01/21/2025 |
| Adviser Type - An investment adviser (or subadviser) to an investment company | |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 09/10/2004 |
| AUM* | 102,336,811 11.00% |
| of that, discretionary | 102,336,811 11.00% |
| Private Fund GAV* | 0 |
| Avg Account Size | 401,321 11.87% |
| % High Net Worth | 34.68% -0.92% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 650 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds