Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/14/2025 |
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| Former registrations | |
| ADV Location | EDISON, NJ, United States |
| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 132,237,091 28% |
| of that, discretionary | 132,237,091 28% |
| Number of Employees | 2 |
| of those in investment advisory functions | -100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,001,796 13% |
| % High Net Worth | 23.48% 6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
132M
113M
94M
76M
57M
38M
19M
2025
2026
Private Funds
No private funds