| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 08/08/2025 |
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| ADV Location | GUILFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 229,860,232 |
| of that, discretionary | 229,860,232 100% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 468,147 |
| % High Net Worth | 77.19% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$14,586,781 | % Position9.00% | $ Change44.00% | # Change25.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$12,748,504 | % Position7.00% | $ Change23.00% | # Change7.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$8,241,046 | % Position5.00% | $ Change-2.00% | # Change2.00% |
| Stck Ticker697435105 | Stock NamePALO ALTO NETWORKS INC | $ Position$6,246,863 | % Position4.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$4,773,683 | % Position3.00% | $ Change | # Change |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$4,893,617 | % Position3.00% | $ Change-2.00% | # Change-7.00% |
| Stck Ticker46137V357 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$5,151,586 | % Position3.00% | $ Change | # Change |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$5,486,920 | % Position3.00% | $ Change6.00% | # Change1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$5,497,729 | % Position3.00% | $ Change37.00% | # Change0.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$5,745,513 | % Position3.00% | $ Change0.00% | # Change-2.00% |