| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 07/01/2021 |
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| ADV Location | CROTON ON HUDSON, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 26,789,020 6% |
| of that, discretionary | 25,789,089 11% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 505,453 8% |
| % High Net Worth | 23.08% -22% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds