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Investment Adviser
CRD 125216
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ADV data as of Mar 21, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 35
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $0 | — |
| Banking or thrift institutions | Fewer than 5 | — | — |
| Pension and profit sharing plans | 12 | $0 | — |
| Charitable organizations | 16 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
- • Other 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: Mar 21, 2025.