| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/19/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Registration | SEC, Approved, 04/18/2025 |
|
|
|
| Former registrations | |
| AUM* | 301,108,894 |
| of that, discretionary | 282,925,904 |
| Private Fund GAV* | 0 |
| Avg Account Size | 647,546 |
| % High Net Worth | 43.67% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 406 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds