| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 07/29/2025 |
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| Contact Info | 973 xxxxxxx |
| Websites |
| AUM* | 321,013,138 |
| of that, discretionary | 321,013,138 100% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 707,077 |
| % High Net Worth | 57.04% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$15,076,528 | % Position8.00% | $ Change8.00% | # Change-5.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$7,771,594 | % Position4.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$4,941,868 | % Position3.00% | $ Change5.00% | # Change-7.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$4,952,223 | % Position3.00% | $ Change-12.00% | # Change-12.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$5,100,032 | % Position3.00% | $ Change15.00% | # Change-7.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$3,196,263 | % Position2.00% | $ Change48.00% | # Change29.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$3,297,522 | % Position2.00% | $ Change2.00% | # Change-8.00% |
| Stck Ticker30231G102 | Stock NameEXXON MOBIL CORP | $ Position$2,910,632 | % Position2.00% | $ Change-23.00% | # Change-5.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$3,891,556 | % Position2.00% | $ Change28.00% | # Change12.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$4,466,304 | % Position2.00% | $ Change22.00% | # Change10.00% |