AUMdb
N

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Investment Adviser CRD 133402 ·
☆ Save with Pro ADV data as of Apr 03, 2025
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
7

AUM over time

$0 $540M
Dec 15, 2011 Apr 23, 2024

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 03, 2025

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • REGISTRANT IS NOT COMPENSATED FOR ADVISORY SERVICES AT THIS TIME

Services

  • 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: Apr 03, 2025.