Allocator Index · CRD 157616
FINANCIAL CONCEPTS
Columbus, MS · 662-327-1480 · open.spotify.com/show/5vnmfbjp2tacnyelseqggx
Fit score
50
- aum $250M-$3.0B+22
- hnw>=200+20
- employees 3-60+8
HNW clients
310
Other individuals
2,208
HNW assets
$612.4M
Total AUM
$1.09B
Employees
19
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.