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Investment Adviser
CRD 153132
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ADV data as of Apr 21, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 79
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
AUM over time
$623M
$1.3B
Mar 19, 2015
Dec 5, 2016
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 21, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 79 | — | — |
| Other | Fewer than 5 | — | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Pension consulting services
- • Educational seminars/workshops
- • 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 21, 2025.