| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/20/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Registration | SEC, Approved, 05/17/1995 |
| AUM* | 372,543,618 -0.33% |
| of that, discretionary | 372,543,618 -0.33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 37,254,362 9.64% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 212 xxxxxxx |
| Websites |
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
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|---|---|---|---|---|---|
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