| As of Date | 07/07/2026 |
| Registration | SEC, Approved, 01/02/2025 |
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| ADV Location | GARDEN CITY, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 162,745,852 |
| of that, discretionary | 162,745,852 |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,520,718 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds