| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 09/02/2020 |
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| ADV Location | GOSHEN, NY, United States |
| Contact Info | 845 xxxxxxx |
| Websites |
| AUM* | 167,227,197 16% |
| of that, discretionary | 162,555,038 16% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 590,909 14% |
| % High Net Worth | 78.57% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name RICHEY MAY | Filing Date10/09/2025 | Form ADV-E View Report |
| Accounting Firm Name RICHEY MAY | Filing Date11/25/2024 | Form ADV-E View Report |
| Accounting Firm Name RICHEY MAY | Filing Date11/08/2023 | Form ADV-E View Report |