| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 08/15/2025 |
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| ADV Location | WOODCLIFF LAKE, NJ, United States |
| Contact Info | 551 xxxxxxx |
| Websites |
| AUM* | 75,406,765 420% |
| of that, discretionary | 30,410,052 110% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,278,555 104% |
| % High Net Worth | 35.14% 46% |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
No private funds