| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 07/19/2024 |
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| ADV Location | LAKEWOOD, NJ, United States |
| Contact Info | 732 xxxxxxx |
| AUM* | 233,663,446 51% |
| of that, discretionary | 162,171,216 2864% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,105,076 -12% |
| % High Net Worth | 22.22% -11% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds