Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 03/26/2021
Other registrations (5)
ADV Location TINTON FALLS, NJ, United States
Contact Info 732 xxxxxxx
Websites
AUM* 534,421,615 131%
of that, discretionary 534,410,077 131%
Number of Employees 8 167%
of those in investment advisory functions 5 400%
Private Fund GAV* 0
Avg Account Size 475,464 42%
% High Net Worth 48.15% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

534M 458M 382M 305M 229M 153M 76M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$29,380,755 % Position6.00% $ Change20.00% # Change-4.00%
Stck Ticker88160R101 Stock NameTESLA INC $ Position$27,980,836 % Position6.00% $ Change12.00% # Change-1.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$24,936,144 % Position5.00% $ Change6.00% # Change-8.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$27,118,110 % Position5.00% $ Change12.00% # Change-2.00%
Stck Ticker093712107 Stock NameBLOOM ENERGY CORP $ Position$24,543,219 % Position5.00% $ Change125.00% # Change1.00%
Stck Ticker040413205 Stock NameARISTA NETWORKS INC $ Position$18,633,458 % Position4.00% $ Change39.00% # Change0.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$20,528,969 % Position4.00% $ Change-2.00% # Change-1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$16,076,510 % Position3.00% $ Change14.00% # Change-1.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$14,649,418 % Position3.00% $ Change4.00% # Change-1.00%
Stck Ticker92826C839 Stock NameVISA INC $ Position$13,069,150 % Position3.00% $ Change16.00% # Change3.00%

Brochure Summary