Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 02/26/2026 |
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| Former registrations | |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 94,388,000 |
| of that, discretionary | 94,388,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 761,194 |
| % High Net Worth | 57.38% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
94M
81M
67M
54M
40M
27M
13M
2026
Private Funds
No private funds