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Adviser Profile
| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 06/13/2025 |
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| Former registrations | |
| ADV Location | VOORHEES, NJ, United States |
| Contact Info | 856 xxxxxxx |
| Websites |
| AUM* | 175,973,650 25% |
| of that, discretionary | 170,593,351 32% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 513,043 12% |
| % High Net Worth | 37.93% 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
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
171M
146M
122M
97M
73M
49M
24M
2025
2026
Private Funds
No private funds