| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/28/2024 |
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| ADV Location | KINGSTON, NJ, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 51,229,485 87% |
| of that, discretionary | 51,229,485 200% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 112,100 120% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds