| As of Date | 01/06/2026 |
| Registration | SEC, Approved, 01/03/2017 |
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| ADV Location | FISHKILL, NY, United States |
| Contact Info | 845 xxxxxxx |
| Websites |
| AUM* | 251,868,217 42% |
| of that, discretionary | 251,868,217 42% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 292,870 35% |
| % High Net Worth | 20.83% 84% |
| 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
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds