| As of Date | 01/14/2026 |
| Registration | SEC, Approved, 03/21/2016 |
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| Contact Info | 315 xxxxxxx |
| AUM* | 30,100,000 9% |
| of that, discretionary | 30,100,000 9% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 320,213 24% |
| % High Net Worth | 3.70% -28% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds