| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 06/07/2019 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 12 -20.00% |
| of those in investment advisory functions | 4 -20.00% |
| AUM* | 491,205,472 -49.11% |
| of that, discretionary | 491,205,472 -49.11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 30,700,342 -42.74% |
| SMA’s | Yes |
| Private Funds | 0 2 |
- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker235851102 | Stock NameDANAHER CORPORATION | $ Position$39,836 | % Position22.30% | $ Change21.77% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$15,420 | % Position8.63% | $ Change26.99% | # Change300.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$15,001 | % Position8.40% | $ Change14.14% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$13,102 | % Position7.33% | $ Change3.35% | # Change0.00% |
| Stck Ticker30303M102 | Stock NameFACEBOOK INC | $ Position$8,541 | % Position4.78% | $ Change15.34% | # Change0.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$7,736 | % Position4.33% | $ Change3.96% | # Change0.00% |
| Stck Ticker78463V107 | Stock NameSPDR GOLD TR | $ Position$6,713 | % Position3.76% | $ Change32.38% | # Change25.08% |
| Stck Ticker25470MAB5 | Stock NameDISH NETWORK CORPORATION | $ Position$6,465 | % Position3.62% | $ Change-30.09% | # Change-30.00% |
| Stck Ticker254687106 | Stock NameDISNEY WALT CO | $ Position$6,266 | % Position3.51% | $ Change11.28% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$6,250 | % Position3.50% | $ Change19.30% | # Change0.00% |