| As of Date | 01/26/2024 |
| Registration status | Terminated |
| ADV Location | BROOKLYN, NY, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 154,394,383 65% |
| of that, discretionary | 154,394,383 65% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 77,197,192 65% |
| % High Net Worth | 50.00% -50% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds