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Investment Adviser
CRD 109174
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ADV data as of Feb 03, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 8
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
AUM over time
$1.8B
$2.0B
Jan 31, 2013
Apr 8, 2016
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $0 | — |
| Charitable organizations | 7 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.