Overview
Assets Under Management: $3.7 billion
High-Net-Worth Clients: 164
Average Client Assets: $14 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.37
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 1,914
Discretionary Accounts: 552
Non-Discretionary Accounts: 1,362
Regulatory Filings
CRD Number: 307146
Last Filing Date: 2024-11-05 00:00:00