Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 07/13/2017
ADV Location GARDEN CITY, NY, United States
Contact Info 516 xxxxxxx
Websites
AUM* 212,388,530 45%
of that, discretionary 212,388,530 45%
Number of Employees 7 40%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 259,327 7%
% High Net Worth 25.15% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

212M 182M 152M 121M 91M 61M 30M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary