N
N
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 285390
·
☆ Save with Pro
ADV data as of May 05, 2025
- Regulatory AUM
- $5.1B
- Discretionary
- $591M
- Clients
- 166
- Avg AUM / client
- $30.7M
- Accounts
- 166
- Employees
- 6
AUM over time
$5.1B
$7.1B
Dec 2016
May 2025
Annual snapshots from Form ADV filings · as of May 05, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 166 | $5.1B | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Pension consulting services
Custody
Reported custodians
- Matrix Trust Company $5.1B (100% of AUM) May 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2025.