| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 11/08/2021 |
| ADV Location | SADDLE BROOK, NJ, United States |
| Contact Info | 201 xxxxxxx |
| AUM* | 18,806,198 13% |
| of that, discretionary | 18,806,198 13% |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,134,366 -81% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Investment companies
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds