Adviser Profile
| As of Date | 06/08/2026 |
| Registration | SEC, Approved, 03/27/2026 |
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| Former registrations | |
| ADV Location | PENNINGTON, NJ, United States |
| Contact Info | 609 xxxxxxx |
| Websites |
| AUM* | 115,500,287 |
| of that, discretionary | 115,500,287 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 344,777 |
| % High Net Worth | 33.33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
116M
99M
83M
66M
50M
33M
17M
2026
Private Funds
No private funds