| As of Date | 04/02/2026 |
| Registration | SEC, Approved, 04/30/2021 |
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| ADV Location | CAMBRIDGE, NY, United States |
| Contact Info | 518 xxxxxxx |
| Websites |
| AUM* | 31,820,998 14% |
| of that, discretionary | 25,574,240 12% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 361,602 34% |
| % High Net Worth | 57.69% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds