Adviser Profile
| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 07/30/2025 |
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| Former registrations | |
| Contact Info | 908 xxxxxxx |
| AUM* | 127,369,000 10% |
| of that, discretionary | 127,369,000 10% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,127,159 7% |
| % High Net Worth | 63.46% -37% |
| 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
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
127M
109M
91M
73M
55M
36M
18M
2025
2026
Private Funds
No private funds