| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 10/06/1980 |
| ADV Location | MELVILLE, NY, United States |
| Contact Info | 631 xxxxxxx |
| AUM* | 271,772,694 -17% |
| of that, discretionary | 271,772,694 -17% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 271,772,694 -17% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds