| As of Date | 09/08/2026 |
| Registration | SEC, 120-Day Approval, 05/11/2026 |
| ADV Location | BRIARCLIFF MANOR, NY, United States |
| Contact Info | 914 xxxxxxx |
| Websites |
| AUM* | 197,043,391 |
| of that, discretionary | 187,718,764 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 428,355 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds