| AUM* | 228,701 -1% |
| of that, discretionary | 228,701 -1% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 76,234 32% |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Fixed fees (other than subscription fees)
No private funds