| As of Date | 02/12/2026 |
| Registration | SEC, Approved, 03/26/2018 |
| Contact Info | 914 xxxxxxx |
| AUM* | 59,224,254 -8% |
| of that, discretionary | 59,224,254 -8% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,193,491 16% |
| % High Net Worth | 83.33% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date09/18/2025 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date01/02/2025 | Form ADV-E View Report |