| As of Date | 07/20/2026 |
| Registration | SEC, Approved, 08/05/2026 |
| ADV Location | SOUTHBURY, CT, United States |
| Contact Info | +1 xxxxxxx |
| Websites |
| AUM* | 101,191,274 |
| of that, discretionary | 101,191,274 |
| Number of Employees | 7 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 33,730,425 |
| SMA’s | No |
| Private Funds | 1 |
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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