| As of Date | 02/23/2026 |
| Registration | SEC, Approved, 05/25/2018 |
| ADV Location | CHATHAM, NJ, United States |
| Contact Info | 908 xxxxxxx |
| AUM* | 9,860,582,059 1174% |
| of that, discretionary | 9,860,582,059 1174% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,972,116,412 1428% |
| SMA’s | Yes |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for businesses
- Performance-based fees
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name MEISEL, TUTEUR & LEWIS, P.C. | Filing Date12/23/2025 | Form ADV-E View Report |
| Accounting Firm Name MEISEL, TUTEUR & LEWIS, P.C. | Filing Date12/17/2024 | Form ADV-E View Report |
| Accounting Firm Name MEISEL, TUTEUR, AND LEWIS, P.C. | Filing Date11/23/2023 | Form ADV-E View Report |