Adviser Profile
| As of Date | 04/21/2026 |
| Registration | SEC, Approved, 05/29/2025 |
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| Former registrations | |
| ADV Location | MEDFORD, NJ, United States |
| Contact Info | 609 xxxxxxx |
| Websites |
| AUM* | 146,476,000 21% |
| of that, discretionary | 146,476,000 24% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 284,419 13% |
| % High Net Worth | 15.12% 0% |
| 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
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
146M
126M
105M
84M
63M
42M
21M
2025
2026
Private Funds
No private funds