| As of Date | 03/21/2026 |
| Registration | SEC, Approved, 08/09/2024 |
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| ADV Location | SMITHTOWN, NY, United States |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 174,100,000 28% |
| of that, discretionary | 174,100,000 28% |
| Number of Employees | 2 -50% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 399,312 -34% |
| % High Net Worth | 45.87% -27% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$7,062,161 | % Position4.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker808524300 | Stock NameSCHWAB STRATEGIC TR | $ Position$5,185,958 | % Position3.00% | $ Change8.00% | # Change2.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$4,208,417 | % Position3.00% | $ Change-6.00% | # Change1.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$4,041,287 | % Position2.00% | $ Change-1.00% | # Change-6.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$3,495,178 | % Position2.00% | $ Change-3.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$3,068,898 | % Position2.00% | $ Change16.00% | # Change1.00% |
| Stck TickerN07059210 | Stock NameASML HLDG NV | $ Position$2,731,998 | % Position2.00% | $ Change-9.00% | # Change0.00% |
| Stck Ticker808524607 | Stock NameSCHWAB STRATEGIC TR | $ Position$2,812,282 | % Position2.00% | $ Change-10.00% | # Change0.00% |
| Stck Ticker808524805 | Stock NameSCHWAB STRATEGIC TR | $ Position$2,702,306 | % Position2.00% | $ Change-4.00% | # Change-3.00% |
| Stck Ticker808524508 | Stock NameSCHWAB STRATEGIC TR | $ Position$3,782,786 | % Position2.00% | $ Change-7.00% | # Change1.00% |