| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/30/1978 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 9,510,538 -85% |
| of that, discretionary | 9,510,538 -85% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 1,358,648 96% |
| % High Net Worth | 36.36% 41% |
| SMA’s | Yes |
| Private Funds | 0 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management