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Wealth Manager · Small ($100M–$1B)
CRD 285171
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ADV data as of Mar 13, 2025
- Regulatory AUM
- $105M
- Discretionary
- $63.3M
- Clients
- 24
- Avg AUM / client
- $4.4M
- Accounts
- 24
- Employees
- 2
AUM over time
$68.7M
$111M
Sep 7, 2016
Mar 13, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 24 | $105M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
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 13, 2025.