| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 11/13/2025 |
|
|
|
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 1 9 xxxxxxx |
| Websites |
| AUM* | 2,000 |
| of that, discretionary | 2,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,000 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds