| As of Date | 04/24/2026 |
| Registration | SEC, Approved, 01/02/2018 |
|
|
|
| ADV Location | MOORESTOWN, NJ, United States |
| Contact Info | (85 xxxxxxx |
| Websites |
| AUM* | 289,591,779 25% |
| of that, discretionary | 272,066,391 24% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 409,028 16% |
| % High Net Worth | 20.54% 53% |
| 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
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds