Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/18/2025
ADV Location JERSEY CITY, NJ, United States
Contact Info 1-2 xxxxxxx
Websites
AUM* 94,783
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,077
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

95K 81K 68K 54K 41K 27K 14K
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees