Adviser Profile

As of Date 09/22/2026
Registration SEC, Approved, 12/07/2021
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 43,285,190
of that, discretionary 43,285,190 100%
Number of Employees 39 144%
of those in investment advisory functions 14 180%
Private Fund GAV* 0
Avg Account Size 116,358
% High Net Worth 8.24%
SMA’s No
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary