| As of Date | 03/21/2026 |
| Registration | SEC, Approved, 08/09/2024 |
|
|
|
| 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$6,088,202 | % Position4.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker808524300 | Stock NameSCHWAB STRATEGIC TR | $ Position$4,797,968 | % Position3.00% | $ Change23.00% | # Change6.00% |
| Stck Ticker808524508 | Stock NameSCHWAB STRATEGIC TR | $ Position$4,062,815 | % Position3.00% | $ Change19.00% | # Change0.00% |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$4,545,846 | % Position3.00% | $ Change11.00% | # Change-2.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$4,069,280 | % Position3.00% | $ Change177.00% | # Change-3.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$4,497,302 | % Position3.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$2,646,069 | % Position2.00% | $ Change16.00% | # Change2.00% |
| Stck TickerN07059210 | Stock NameASML HLDG NV | $ Position$3,000,071 | % Position2.00% | $ Change51.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$3,606,946 | % Position2.00% | $ Change25.00% | # Change1.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$3,193,215 | % Position2.00% | $ Change36.00% | # Change19.00% |