| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 09/06/2024 |
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| Former registrations | |
| ADV Location | JERSEY CITY, NJ, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 185,356,924 67% |
| of that, discretionary | 182,723,700 65% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 2,885,375 |
| Avg Account Size | 1,404,219 6% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 1 1 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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