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Adviser Profile

As of Date 06/26/2026
Registration SEC, 120-Day Approval, 01/21/2026
ADV Location BROOKLYN, NY, United States
Contact Info (71 xxxxxxx
Websites
AUM* 27,322
of that, discretionary 27,322
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 263
SMA’s No
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees