As of Date | 02/11/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 1 |
of those in investment advisory functions | 1 |
Registration | SEC, Approved, 03/06/2025 |
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Former registrations |
AUM* | 119,786,589 |
of that, discretionary | 71,297,994 |
Private Fund GAV* | 0 |
Avg Account Size | 390,184 |
% High Net Worth | 14.69% |
SMA’s | No |
Private Funds | 0 |
Contact Info | (20 xxxxxxx |
Websites |
No private funds