| As of Date | 02/05/2026 |
| Registration | SEC, Approved, 04/17/2017 |
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| ADV Location | WHITE PLAINS, NY, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 125,307,034 -1% |
| of that, discretionary | 125,307,034 -1% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 819,000 -56% |
| % High Net Worth | 59.32% 15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ROLLERI & SHEPPARD CPAS, LLP | Filing Date09/07/2023 | Form ADV-E View Report |