| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 08/26/2025 |
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| ADV Location | STATEN ISLAND, NY, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 37,340,207 |
| of that, discretionary | 37,340,207 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 252,299 |
| % High Net Worth | 15.19% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds