Overview
Assets Under Management: $6.1 billion
High-Net-Worth Clients: 2
Average Client Assets: $60 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.97
Average High-Net-Worth Client Assets: $60 million
Total Client Accounts: 33
Discretionary Accounts: 33
Regulatory Filings
CRD Number: 172482
Last Filing Date: 2024-10-24 00:00:00
Website: https://www.youtube.com/channel/UCjKgZei4G8Q46MhkTlYw5UA