| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Hourly charges
No private funds