Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 04/02/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 475 xxxxxxx
Websites
AUM* 75,931
of that, discretionary 75,931 100%
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 1,808
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

76K 65K 54K 43K 33K 22K 11K
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees