N
N
Investment Adviser
CRD 109817
·
☆ Save with Pro
ADV data as of Jan 08, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 35
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 32 | $0 | — |
| Corporations and other businesses | 1 | $0 | — |
| Other | 2 | $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: Jan 08, 2025.