| As of Date | 04/20/2026 |
| Registration | SEC, Approved, 05/02/2017 |
|
|
|
| ADV Location | GARDEN CITY, NY, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 110,100,000 79% |
| of that, discretionary | 110,100,000 94% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 423,462 64% |
| % High Net Worth | 18.39% -66% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges