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Wealth Manager · Boutique (under $100M)
CRD 334116
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ADV data as of Jan 27, 2025
- Regulatory AUM
- $1.0K
- Discretionary
- $1.0K
- Clients
- 5
- Avg AUM / client
- $200
- Accounts
- 5
- Employees
- 3
AUM over time
$1.0K
$1.0K
Nov 29, 2024
Jan 27, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 27, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $1.0K | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed 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: Jan 27, 2025.