| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 09/20/2024 |
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| ADV Location | VERO BEACH, FL, United States |
| Contact Info | 908 xxxxxxx |
| Websites |
| AUM* | 705,963,638 22% |
| of that, discretionary | 705,963,638 22% |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 72,416,629 416% |
| Avg Account Size | 6,033,877 4% |
| % High Net Worth | 97.96% 9% |
| SMA’s | No |
| Private Funds | 2 1 |
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ANCHIN, BLOCK & ANCHIN LLP | Filing Date11/20/2025 | Form ADV-E View Report |
| Count | GAV | |
|---|---|---|
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