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Building 2H.A.M.L

Map pinBRISBANE, QLD
Phone1300 497 374
NotebookSEC #801-111031
Total AUM
$11.1B
Employees
23
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
LEVEL 19, 307 QUEEN STREET
BRISBANE, QLD
4000
Australia
Operating Hours
9.00AM - 5.00PM
Monday - Friday
Phone
1300 497 374
Other Offices
1

ReceiptFinancials

Total AUM
$11.1B
Accounts
68
Discretionary
$11.1B
Accounts
29
Non-Discretionary
$75.1M
Accounts
39

ContactClients

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HNW Individual Clients
39
AUM
$75.1M
Pooled Vehicle Clients
8
AUM
$5.3B
Pension/Profit Sharing Plan Clients
10
AUM
$5B
Charitable Organization Clients
1
AUM
$31.5M
Government Entity Clients
1
AUM
$573.1M
Investment Advisor Clients
1
AUM
$2.8M
Corporation or Business Clients
1
AUM
$119.6M
Other Clients
1
AUM
$23.1M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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