| As of Date | 04/14/2026 |
| Registration | SEC, Approved, 06/27/2019 |
| ADV Location | BROOKLYN, NY, United States |
| Contact Info | 718 xxxxxxx |
| Websites |
| AUM* | 566,026,178 62% |
| of that, discretionary | 541,488,327 62% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,136,599 -55% |
| % High Net Worth | 42.99% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name MENGEL METZGER BARR & CO. LLP | Filing Date03/13/2026 | Form ADV-E View Report |
| Accounting Firm Name MENGEL METZGER BARR & CO. LLP | Filing Date02/27/2025 | Form ADV-E View Report |
| Accounting Firm Name MENGEL METZGER BARR & CO. LLP | Filing Date01/30/2024 | Form ADV-E View Report |