| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 03/17/2017 |
| ADV Location | LOCUST VALLEY, NY, United States |
| Contact Info | 516 xxxxxxx |
| AUM* | 117,253,324 52% |
| of that, discretionary | 117,253,324 52% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 677,765 13% |
| % High Net Worth | 19.65% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds