Adviser Profile

As of Date 03/11/2026
Registration SEC, Approved, 11/20/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info (91 xxxxxxx
Websites
AUM* 133,225,543
of that, discretionary 133,225,543
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 284,063
% High Net Worth 14.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

133M 114M 95M 76M 57M 38M 19M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees