| AUM* | 76,000,000 192% |
| of that, discretionary | 75,000,000 188% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 186,275 20% |
| % High Net Worth | 20.10% 322% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds