| As of Date | 05/06/2026 |
| Registration | SEC, Approved, 05/15/2020 |
|
|
|
| ADV Location | RIDGEWOOD, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 218,871,800 -12% |
| of that, discretionary | 215,688,600 -6% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 402,338 -29% |
| % High Net Worth | 31.09% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds