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Adviser Profile

As of Date 03/06/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Registration Ohio, Termination Requested, 12/20/2024
Other registrations (3)
AUM* 0
of that, discretionary
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 239 xxxxxxx

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees