Adviser Profile
| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 04/13/2026 |
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| Former registrations | |
| ADV Location | MASSAPEQUA, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 29,811,084 |
| of that, discretionary | 29,811,084 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 327,594 |
| % High Net Worth | 51.85% |
| 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
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
30M
26M
21M
17M
13M
9M
4M
2026
Private Funds
No private funds