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Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 11/17/2022
Other registrations (2)
Contact Info 516 xxxxxxx
AUM* 268,769,992 67%
of that, discretionary 41,302,410 103%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 3,162,000 91%
% High Net Worth 7.89% 34%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

227M 195M 162M 130M 97M 65M 32M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary